-77.3%
PLTD vs GFI
+160.2%
-237.5%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.1% | +2.2% | +2.2% |
| 7D | -4.8% | -8.7% | +3.9% | -6.2% |
| 30D | +16.9% | +0.6% | +16.3% | +17.3% |
| 3M | +2.6% | -7.5% | +10.1% | +2.0% |
| 6M | -36.2% | -18.3% | -17.9% | -37.3% |
| YTD | -19.4% | -13.8% | -5.6% | -18.3% |
| 1Y | -22.5% | -8.8% | -13.7% | -20.4% |
| All | -77.3% | +160.2% | -237.5% | -68.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling