+39.2%
S vs PLTD
-16.1%
+55.4%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.4% | -0.7% | +2.4% |
| 7D | -8.2% | +14.4% | -22.7% | -4.0% |
| 30D | -7.6% | +8.6% | -16.3% | -4.3% |
| 3M | +12.0% | -9.2% | +21.2% | +11.8% |
| 6M | +50.6% | -29.5% | +80.1% | +45.1% |
| YTD | +56.6% | -20.2% | +76.8% | +57.3% |
| 1Y | +39.2% | -16.5% | +55.7% | +43.3% |
| All | +39.2% | -16.1% | +55.4% | +43.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling