-11.0%
ROP vs PLTD
-77.5%
+66.5%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.2% | -1.7% | +0.6% |
| 7D | +0.7% | -4.8% | +5.5% | +0.4% |
| 30D | +28.8% | +16.9% | +11.9% | +30.3% |
| 3M | +21.1% | +2.6% | +18.4% | +21.4% |
| 6M | +52.5% | -36.2% | +88.8% | +48.9% |
| YTD | +8.9% | -19.4% | +28.3% | +8.3% |
| 1Y | +8.2% | -22.5% | +30.8% | +7.4% |
| All | -11.0% | -77.5% | +66.5% | -21.2% |
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 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