+21.6%
PLD vs PLTD
-76.4%
+98.0%
-27.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.2% | +2.0% | -1.4% |
| 7D | -0.8% | +13.7% | -14.5% | -0.3% |
| 30D | -0.3% | +18.4% | -18.7% | +0.5% |
| 3M | -8.0% | -7.5% | -0.6% | -8.1% |
| 6M | -9.8% | -31.3% | +21.5% | -10.6% |
| YTD | +1.8% | -15.4% | +17.2% | +2.8% |
| 1Y | +5.6% | -18.4% | +24.0% | +6.4% |
| All | +21.6% | -76.4% | +98.0% | +7.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling