-17.2%
S vs PLTD
-77.8%
+60.6%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +4.6% | -4.2% | +1.7% |
| 7D | -7.7% | +5.9% | -13.6% | -6.0% |
| 30D | -5.3% | -11.6% | +6.3% | -7.5% |
| 3M | +20.3% | -29.9% | +50.2% | +13.3% |
| 6M | +47.4% | -28.5% | +75.9% | +41.5% |
| YTD | +32.5% | -20.4% | +52.9% | +31.8% |
| 1Y | +9.5% | -33.3% | +42.8% | +4.9% |
| All | -17.2% | -77.8% | +60.6% | -39.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling