+29.1%
Q vs PLTD
-19.1%
+48.2%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.4% | -3.5% | -3.0% |
| 7D | +11.5% | -9.8% | +21.2% | +9.5% |
| 30D | -0.2% | +18.9% | -19.1% | +3.2% |
| 3M | -13.6% | -4.2% | -9.4% | -13.4% |
| 6M | -27.0% | -34.8% | +7.8% | -29.8% |
| YTD | +50.5% | -21.1% | +71.7% | +55.6% |
| 1Y | +33.8% | -19.3% | +53.0% | +40.0% |
| All | +29.1% | -19.1% | +48.2% | +36.1% |
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