-20.3%
ROL vs PLTD
-76.4%
+56.1%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.2% | +1.1% | -2.1% |
| 7D | +9.5% | +13.7% | -4.3% | +9.6% |
| 30D | +22.9% | +18.4% | +4.5% | +23.0% |
| 3M | +3.5% | -7.5% | +11.0% | +3.4% |
| 6M | -29.4% | -31.3% | +1.9% | -29.6% |
| YTD | -36.1% | -15.4% | -20.7% | -36.2% |
| 1Y | -34.4% | -18.4% | -15.9% | -34.5% |
| All | -20.3% | -76.4% | +56.1% | -23.7% |
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