+257.3%
PL vs PLTD
-78.0%
+335.3%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.4% | -3.5% | -2.9% |
| 7D | +22.3% | -9.8% | +32.0% | +17.4% |
| 30D | -8.3% | +18.9% | -27.2% | +0.5% |
| 3M | -43.3% | -4.2% | -39.0% | -43.1% |
| 6M | -65.8% | -34.8% | -31.0% | -69.5% |
| YTD | -29.5% | -21.1% | -8.4% | -28.4% |
| 1Y | +11.7% | -19.3% | +31.0% | +16.2% |
| All | +257.3% | -78.0% | +335.3% | +120.6% |
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