-77.5%
PLTD vs GFI
+237.3%
-314.8%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -7.0% |
| 3M | -29.9% | +21.2% | -51.1% | -26.6% |
| 6M | -28.5% | -4.5% | -24.0% | -27.3% |
| YTD | -20.4% | +11.7% | -32.1% | -15.8% |
| 1Y | -33.3% | +46.0% | -79.3% | -25.1% |
| All | -77.5% | +237.3% | -314.8% | -67.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling