-33.3%
PLTD vs GFI
+45.3%
-78.5%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -1.6% | +6.2% | +4.3% |
| 7D | +5.9% | +3.1% | +2.8% | +6.8% |
| 30D | -11.6% | +27.1% | -38.7% | -6.9% |
| 3M | -29.9% | +21.2% | -51.1% | -26.5% |
| 6M | -28.5% | -4.5% | -24.0% | -27.1% |
| YTD | -20.4% | +11.7% | -32.1% | -15.1% |
| 1Y | -33.3% | +46.0% | -79.3% | -26.1% |
| All | -33.3% | +45.3% | -78.5% | -26.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GFI.
Daily Out/Under-Performance
Portfolio return minus GFI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GFI 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 GFI 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