+54.6%
PR vs PLTD
-75.6%
+130.2%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +9.5% | -14.4% | -4.0% |
| 7D | -16.5% | +25.1% | -41.6% | -14.8% |
| 30D | -4.5% | +21.0% | -25.5% | -2.7% |
| 3M | +8.5% | -2.9% | +11.5% | +8.6% |
| 6M | -3.3% | -27.8% | +24.5% | -5.1% |
| YTD | +55.7% | -12.6% | +68.3% | +58.6% |
| 1Y | +82.0% | -9.8% | +91.9% | +87.1% |
| All | +54.6% | -75.6% | +130.2% | +23.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling