-14.0%
PLTD vs FIVE
+63.1%
-77.2%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +5.6% | -11.1% | -3.8% |
| 7D | +4.2% | +6.2% | -1.9% | +6.3% |
| 30D | +20.8% | +18.2% | +2.7% | +27.0% |
| 3M | -2.6% | +3.8% | -6.4% | -1.0% |
| 6M | -33.1% | +13.7% | -46.8% | -29.2% |
| YTD | -20.0% | +34.7% | -54.8% | -6.8% |
| All | -14.0% | +63.1% | -77.2% | +12.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling