-33.3%
PLTD vs LTH
+54.1%
-87.4%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.3% | +4.3% | +4.6% |
| 7D | +5.9% | -0.6% | +6.6% | +5.9% |
| 30D | -11.6% | -4.6% | -7.0% | -11.4% |
| 3M | -29.9% | +32.8% | -62.8% | -31.9% |
| 6M | -28.5% | +64.6% | -93.2% | -31.7% |
| YTD | -20.4% | +62.6% | -83.0% | -24.4% |
| 1Y | -33.3% | +49.9% | -83.2% | -33.9% |
| All | -33.3% | +54.1% | -87.4% | -33.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 LTH 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