-76.1%
PLTD vs FIVE
+120.1%
-196.2%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.4% | -2.8% | -3.3% |
| 7D | +13.7% | -0.3% | +14.0% | +13.8% |
| 30D | +18.4% | +17.7% | +0.8% | +24.3% |
| 3M | -7.5% | +4.0% | -11.4% | -5.8% |
| 6M | -31.3% | +2.6% | -33.9% | -29.7% |
| YTD | -15.4% | +27.6% | -43.0% | -6.7% |
| 1Y | -18.4% | +59.9% | -78.4% | -3.7% |
| All | -76.1% | +120.1% | -196.2% | -61.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling