+104.9%
PSX vs PLTD
-32.3%
+137.2%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.3% | -0.7% | +1.6% |
| 7D | +2.8% | +4.5% | -1.7% | +3.0% |
| 30D | +27.8% | -0.7% | +28.5% | +27.7% |
| 3M | +42.0% | -31.0% | +73.1% | +41.0% |
| 6M | +58.1% | -24.8% | +82.9% | +57.6% |
| YTD | +105.0% | -18.6% | +123.6% | +103.7% |
| 1Y | +104.9% | -31.8% | +136.7% | +106.8% |
| All | +104.9% | -32.3% | +137.2% | +106.8% |
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 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