+43.3%
PH vs PLTD
-77.8%
+121.1%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.6% | -4.8% | +0.2% |
| 7D | -3.1% | +5.9% | -9.0% | -2.5% |
| 30D | -3.2% | -11.6% | +8.4% | -4.2% |
| 3M | +10.6% | -29.9% | +40.5% | +8.1% |
| 6M | -2.1% | -28.5% | +26.4% | -3.8% |
| YTD | +10.2% | -20.4% | +30.6% | +11.1% |
| 1Y | +28.2% | -33.3% | +61.5% | +25.2% |
| All | +43.3% | -77.8% | +121.1% | +14.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling