+64.9%
PR vs PLTD
-78.0%
+142.9%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.4% | +1.6% | +2.1% |
| 7D | +6.7% | -9.8% | +16.5% | +5.7% |
| 30D | -6.1% | +18.9% | -25.1% | -4.6% |
| 3M | +6.9% | -4.2% | +11.1% | +6.7% |
| 6M | +14.6% | -34.8% | +49.4% | +11.5% |
| YTD | +66.1% | -21.1% | +87.3% | +67.7% |
| 1Y | +77.0% | -19.3% | +96.3% | +79.8% |
| All | +64.9% | -78.0% | +142.9% | +30.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling