-5.3%
PG vs PLTD
-33.9%
+28.6%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.6% | -5.0% | -0.5% |
| 7D | +1.9% | +5.9% | -4.1% | +1.6% |
| 30D | -0.2% | -11.6% | +11.4% | +0.2% |
| 3M | +4.8% | -29.9% | +34.7% | +5.0% |
| 6M | -6.1% | -28.5% | +22.4% | -6.5% |
| YTD | +4.5% | -20.4% | +24.9% | +2.9% |
| 1Y | -5.3% | -33.3% | +28.0% | -3.4% |
| All | -5.3% | -33.9% | +28.6% | -3.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling