-9.3%
PEG vs PLTD
-77.3%
+68.0%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.3% | -1.6% | +0.8% |
| 7D | +1.0% | +4.5% | -3.5% | +1.2% |
| 30D | -1.9% | -0.7% | -1.1% | -1.9% |
| 3M | -3.7% | -31.0% | +27.4% | -4.6% |
| 6M | -9.4% | -24.8% | +15.4% | -9.6% |
| YTD | -6.0% | -18.6% | +12.6% | -5.3% |
| 1Y | -4.4% | -31.8% | +27.4% | -5.2% |
| All | -9.3% | -77.3% | +68.0% | -20.9% |
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