+68.3%
PM vs PLTD
-77.5%
+145.8%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.2% | -1.0% | +1.2% |
| 7D | +0.5% | -4.8% | +5.3% | +0.6% |
| 30D | -3.2% | +16.9% | -20.1% | -3.4% |
| 3M | +6.2% | +2.6% | +3.6% | +6.1% |
| 6M | +7.7% | -36.2% | +43.9% | +7.7% |
| YTD | +27.3% | -19.4% | +46.7% | +28.0% |
| 1Y | +32.8% | -22.5% | +55.3% | +33.4% |
| All | +68.3% | -77.5% | +145.8% | +59.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling