+24.5%
Q vs PLTD
-17.4%
+41.9%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +2.2% | -5.7% | -3.1% |
| 7D | +1.2% | -4.8% | +5.9% | +0.3% |
| 30D | -2.7% | +16.9% | -19.5% | +0.4% |
| 3M | -16.9% | +2.6% | -19.6% | -15.7% |
| 6M | -26.9% | -36.2% | +9.4% | -30.2% |
| YTD | +45.2% | -19.4% | +64.6% | +50.7% |
| 1Y | +38.1% | -22.5% | +60.7% | +41.6% |
| All | +24.5% | -17.4% | +41.9% | +31.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling