+43.7%
PH vs PLTD
-77.7%
+121.3%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +0.9% |
| 7D | +2.1% | +2.8% | -0.6% | +2.5% |
| 30D | +0.3% | +21.1% | -20.8% | +2.4% |
| 3M | -8.8% | -0.7% | -8.1% | -8.5% |
| 6M | +10.0% | -33.0% | +43.0% | +7.3% |
| YTD | +10.5% | -19.9% | +30.4% | +11.9% |
| 1Y | +15.5% | -13.9% | +29.4% | +19.0% |
| All | +43.7% | -77.7% | +121.3% | +15.1% |
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