-27.1%
PCG vs PLTD
-77.8%
+50.7%
-36.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +4.6% | -2.2% | +2.4% |
| 7D | -13.9% | +5.9% | -19.8% | -13.9% |
| 30D | -16.9% | -11.6% | -5.3% | -16.9% |
| 3M | -14.7% | -29.9% | +15.2% | -14.7% |
| 6M | -23.8% | -28.5% | +4.7% | -23.7% |
| YTD | -10.5% | -20.4% | +9.9% | -9.8% |
| 1Y | -5.1% | -33.3% | +28.2% | -5.4% |
| All | -27.1% | -77.8% | +50.7% | -36.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling