-76.1%
PLTD vs LTH
+104.6%
-180.7%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.3% | -1.9% | -3.5% |
| 7D | +13.7% | +4.5% | +9.3% | +15.0% |
| 30D | +18.4% | +16.3% | +2.1% | +23.1% |
| 3M | -7.5% | +8.4% | -15.8% | -5.6% |
| 6M | -31.3% | +40.3% | -71.6% | -24.2% |
| YTD | -15.4% | +77.3% | -92.7% | +2.3% |
| 1Y | -18.4% | +88.0% | -106.4% | +2.0% |
| All | -76.1% | +104.6% | -180.7% | -67.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling