+26.3%
PSA vs PLTD
-18.9%
+45.2%
-13.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.2% | -2.4% | -0.2% |
| 7D | -1.4% | -4.8% | +3.3% | -1.4% |
| 30D | +15.2% | +16.9% | -1.7% | +15.1% |
| 3M | +2.2% | +2.6% | -0.4% | +2.1% |
| 6M | +11.7% | -36.2% | +47.9% | +10.9% |
| YTD | +32.0% | -19.4% | +51.4% | +30.8% |
| 1Y | +26.3% | -22.5% | +48.8% | +24.4% |
| All | +26.3% | -18.9% | +45.2% | +24.4% |
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 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