+109.9%
PSX vs PLTD
-76.4%
+186.3%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.2% | +2.7% | -0.9% |
| 7D | -13.1% | +13.7% | -26.9% | -11.9% |
| 30D | -9.5% | +18.4% | -28.0% | -7.9% |
| 3M | +20.2% | -7.5% | +27.7% | +19.5% |
| 6M | +44.9% | -31.3% | +76.2% | +40.8% |
| YTD | +94.4% | -15.4% | +109.8% | +95.8% |
| 1Y | +83.1% | -18.4% | +101.5% | +83.7% |
| All | +109.9% | -76.4% | +186.3% | +76.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling