+96.9%
PSX vs PLTD
-16.1%
+113.0%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +2.4% | -6.9% | -4.5% |
| 7D | -5.2% | +14.4% | -19.6% | -5.1% |
| 30D | -3.7% | +8.6% | -12.4% | -3.7% |
| 3M | +26.8% | -9.2% | +36.0% | +26.5% |
| 6M | +47.3% | -29.5% | +76.8% | +46.6% |
| YTD | +105.4% | -20.2% | +125.6% | +101.1% |
| 1Y | +96.9% | -16.5% | +113.4% | +93.2% |
| All | +96.9% | -16.1% | +113.0% | +93.2% |
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