+116.2%
PSX vs PLTD
-77.7%
+193.9%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -5.5% | +8.5% | +2.4% |
| 7D | -8.0% | +4.2% | -12.2% | -7.5% |
| 30D | -9.0% | +20.8% | -29.9% | -7.2% |
| 3M | +24.7% | -2.6% | +27.3% | +24.7% |
| 6M | +49.3% | -33.1% | +82.4% | +44.9% |
| YTD | +100.2% | -20.0% | +120.2% | +100.5% |
| 1Y | +88.8% | -21.6% | +110.5% | +89.0% |
| All | +116.2% | -77.7% | +193.9% | +80.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling