+6.6%
PL vs PLTD
-18.5%
+25.1%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -0.6% |
| 7D | +5.6% | +2.8% | +2.8% | +7.9% |
| 30D | -16.9% | +21.1% | -38.0% | -8.6% |
| 3M | -38.2% | -0.7% | -37.5% | -37.0% |
| 6M | -63.4% | -33.0% | -30.5% | -66.6% |
| YTD | -27.6% | -19.9% | -7.8% | -19.1% |
| 1Y | +6.6% | -13.9% | +20.4% | +30.3% |
| All | +6.6% | -18.5% | +25.1% | +30.3% |
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 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