-77.7%
PLTD vs FIVE
+126.4%
-204.1%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.4% | +1.8% | 0.0% |
| 7D | -9.8% | +2.4% | -12.2% | -9.0% |
| 30D | +18.9% | +15.8% | +3.1% | +24.4% |
| 3M | -4.2% | +3.8% | -8.0% | -2.7% |
| 6M | -34.8% | +18.5% | -53.4% | -30.3% |
| YTD | -21.1% | +31.2% | -52.3% | -12.2% |
| 1Y | -19.3% | +61.8% | -81.1% | -4.3% |
| All | -77.7% | +126.4% | -204.1% | -63.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVE.
Daily Out/Under-Performance
Portfolio return minus FIVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVE 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 FIVE 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