-4.1%
PEP vs PLTD
-78.0%
+74.0%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.4% | -1.6% | -1.2% |
| 7D | -0.3% | -9.8% | +9.4% | +0.1% |
| 30D | +11.8% | +18.9% | -7.2% | +10.9% |
| 3M | +3.7% | -4.2% | +7.9% | +3.6% |
| 6M | -4.3% | -34.8% | +30.5% | -3.4% |
| YTD | +2.1% | -21.1% | +23.3% | +1.8% |
| 1Y | +2.5% | -19.3% | +21.8% | +2.0% |
| All | -4.1% | -78.0% | +74.0% | -0.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling