-7.2%
S vs PLTD
-78.0%
+70.8%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | +0.4% | -6.7% | -6.1% |
| 7D | +4.1% | -9.8% | +13.8% | +1.1% |
| 30D | -7.2% | +18.9% | -26.1% | -1.3% |
| 3M | 0.0% | -4.2% | +4.2% | +1.1% |
| 6M | +41.6% | -34.8% | +76.4% | +33.6% |
| YTD | +48.6% | -21.1% | +69.7% | +49.8% |
| 1Y | +30.0% | -19.3% | +49.3% | +32.5% |
| All | -7.2% | -78.0% | +70.8% | -30.9% |
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