+117.9%
PSX vs PLTD
-77.8%
+195.7%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.6% | -4.5% | +0.6% |
| 7D | +4.5% | +5.9% | -1.4% | +5.2% |
| 30D | +26.6% | -11.6% | +38.2% | +25.2% |
| 3M | +39.3% | -29.9% | +69.2% | +35.6% |
| 6M | +56.8% | -28.5% | +85.3% | +53.9% |
| YTD | +101.8% | -20.4% | +122.2% | +101.8% |
| 1Y | +99.6% | -33.3% | +132.9% | +94.7% |
| All | +117.9% | -77.8% | +195.7% | +81.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling