+6.3%
PSA vs PLTD
-25.5%
+31.7%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.3% | -2.3% | 0.0% |
| 7D | -3.6% | +9.9% | -13.5% | -3.7% |
| 30D | -9.4% | +3.8% | -13.2% | -9.4% |
| 3M | -8.2% | -32.3% | +24.1% | -8.0% |
| 6M | -1.8% | -25.9% | +24.0% | -2.0% |
| YTD | +15.7% | -16.4% | +32.2% | +14.3% |
| 1Y | +6.3% | -25.2% | +31.4% | +7.5% |
| All | +6.3% | -25.5% | +31.7% | +7.5% |
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