-2.1%
S vs PLTD
-77.7%
+75.6%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -5.5% | +13.5% | +6.4% |
| 7D | +1.6% | +4.2% | -2.7% | +3.3% |
| 30D | -10.5% | +20.8% | -31.3% | -4.4% |
| 3M | +9.9% | -2.6% | +12.5% | +11.7% |
| 6M | +41.8% | -33.1% | +74.9% | +34.7% |
| YTD | +56.8% | -20.0% | +76.8% | +58.7% |
| 1Y | +39.0% | -21.6% | +60.7% | +40.7% |
| All | -2.1% | -77.7% | +75.6% | -26.8% |
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