+77.0%
PR vs PLTD
-16.7%
+93.7%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.4% | +1.6% | +2.0% |
| 7D | +6.7% | -9.8% | +16.5% | +7.2% |
| 30D | -6.1% | +18.9% | -25.1% | -7.5% |
| 3M | +6.9% | -4.2% | +11.1% | +7.0% |
| 6M | +14.6% | -34.8% | +49.4% | +18.0% |
| YTD | +66.1% | -21.1% | +87.3% | +62.7% |
| 1Y | +77.0% | -19.3% | +96.3% | +73.3% |
| All | +77.0% | -16.7% | +93.7% | +73.3% |
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