-6.6%
PEP vs PLTD
-77.3%
+70.7%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.3% | -1.7% | +0.5% |
| 7D | +0.1% | +4.5% | -4.4% | -0.1% |
| 30D | +0.7% | -0.7% | +1.4% | +0.6% |
| 3M | -0.5% | -31.0% | +30.5% | +0.4% |
| 6M | -11.3% | -24.8% | +13.5% | -11.1% |
| YTD | -0.6% | -18.6% | +18.0% | -0.9% |
| 1Y | +1.7% | -31.8% | +33.5% | +2.1% |
| All | -6.6% | -77.3% | +70.7% | -3.0% |
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