+79.4%
PBR vs PLTD
-76.9%
+156.2%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.7% | -0.1% | -0.9% |
| 7D | +5.4% | +4.2% | +1.1% | +5.5% |
| 30D | +22.9% | +0.7% | +22.1% | +22.9% |
| 3M | +19.6% | -32.4% | +52.0% | +18.3% |
| 6M | +16.5% | -26.2% | +42.7% | +16.3% |
| YTD | +86.7% | -17.0% | +103.7% | +88.4% |
| 1Y | +74.7% | -26.7% | +101.4% | +74.8% |
| All | +79.4% | -76.9% | +156.2% | +68.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded PLTD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling