+23.8%
RF vs PLTD
-77.5%
+101.3%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.2% | -0.9% | +1.4% |
| 7D | +1.9% | -4.8% | +6.7% | +1.5% |
| 30D | +7.3% | +16.9% | -9.5% | +9.2% |
| 3M | -7.9% | +2.6% | -10.5% | -7.5% |
| 6M | +10.5% | -36.2% | +46.8% | +6.4% |
| YTD | +9.6% | -19.4% | +29.1% | +10.0% |
| 1Y | +20.3% | -22.5% | +42.8% | +20.2% |
| All | +23.8% | -77.5% | +101.3% | +3.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling