+89.7%
ROKU vs PLTD
-77.3%
+167.0%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.3% | -2.5% | +0.5% |
| 7D | -0.1% | +4.5% | -4.7% | +1.3% |
| 30D | +1.5% | -0.7% | +2.2% | +1.4% |
| 3M | +25.7% | -31.0% | +56.8% | +15.7% |
| 6M | +54.5% | -24.8% | +79.3% | +49.2% |
| YTD | +43.2% | -18.6% | +61.7% | +43.9% |
| 1Y | +56.3% | -31.8% | +88.1% | +49.8% |
| All | +89.7% | -77.3% | +167.0% | +33.3% |
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