+222.6%
PL vs PLTD
-76.4%
+299.0%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | -3.2% | +13.6% | +9.0% |
| 7D | -6.8% | +13.7% | -20.6% | -0.8% |
| 30D | -29.3% | +18.4% | -47.7% | -22.7% |
| 3M | -44.8% | -7.5% | -37.3% | -45.4% |
| 6M | -68.4% | -31.3% | -37.1% | -71.3% |
| YTD | -36.4% | -15.4% | -21.0% | -33.6% |
| 1Y | +0.7% | -18.4% | +19.1% | +5.3% |
| All | +222.6% | -76.4% | +299.0% | +104.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling