+68.1%
PR vs PLTD
-77.8%
+145.9%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +4.6% | -6.2% | -1.2% |
| 7D | +2.9% | +5.9% | -3.0% | +3.5% |
| 30D | +18.0% | -11.6% | +29.6% | +16.9% |
| 3M | +16.9% | -29.9% | +46.8% | +14.4% |
| 6M | +28.2% | -28.5% | +56.7% | +26.5% |
| YTD | +69.3% | -20.4% | +89.7% | +70.7% |
| 1Y | +69.5% | -33.3% | +102.8% | +64.8% |
| All | +68.1% | -77.8% | +145.9% | +32.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling