+36.7%
PM vs PLTD
-12.9%
+49.5%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.2% | +1.4% | -1.6% |
| 7D | -5.2% | +13.7% | -19.0% | -6.1% |
| 30D | +2.7% | +18.4% | -15.7% | +1.4% |
| 3M | +6.1% | -7.5% | +13.6% | +6.3% |
| 6M | +18.0% | -31.3% | +49.3% | +19.5% |
| YTD | +26.6% | -15.4% | +42.0% | +26.0% |
| 1Y | +36.7% | -18.4% | +55.1% | +36.0% |
| All | +36.7% | -12.9% | +49.5% | +36.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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