+42.3%
PH vs PLTD
-77.3%
+119.6%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.3% | -3.0% | -0.5% |
| 7D | +0.4% | +4.5% | -4.1% | +0.9% |
| 30D | -10.8% | -0.7% | -10.1% | -10.8% |
| 3M | +8.5% | -31.0% | +39.5% | +5.7% |
| 6M | +3.9% | -24.8% | +28.8% | +2.9% |
| YTD | +9.4% | -18.6% | +28.0% | +10.6% |
| 1Y | +26.8% | -31.8% | +58.6% | +24.0% |
| All | +42.3% | -77.3% | +119.6% | +13.8% |
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