+365.8%
PL vs PLTD
-77.8%
+443.6%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +4.6% | -5.9% | +0.7% |
| 7D | -9.3% | +5.9% | -15.2% | -7.1% |
| 30D | -18.9% | -11.6% | -7.3% | -22.9% |
| 3M | -58.4% | -29.9% | -28.4% | -62.6% |
| 6M | -30.3% | -28.5% | -1.8% | -35.3% |
| YTD | -8.1% | -20.4% | +12.3% | -8.3% |
| 1Y | +180.5% | -33.3% | +213.8% | +167.9% |
| All | +365.8% | -77.8% | +443.6% | +182.4% |
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