-5.5%
SAP vs PLTD
-76.4%
+70.9%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.2% | -0.9% | -4.8% |
| 7D | -0.7% | +13.7% | -14.4% | +2.0% |
| 30D | +11.1% | +18.4% | -7.3% | +15.2% |
| 3M | +17.0% | -7.5% | +24.5% | +16.1% |
| 6M | +34.8% | -31.3% | +66.1% | +29.0% |
| YTD | -2.2% | -15.4% | +13.2% | -1.7% |
| 1Y | -6.4% | -18.4% | +12.0% | -6.3% |
| All | -5.5% | -76.4% | +70.9% | -20.7% |
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