-3.4%
SE vs PLTD
-77.3%
+73.9%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.3% | -1.2% | +1.6% |
| 7D | +0.6% | +4.5% | -3.9% | +1.7% |
| 30D | -0.1% | -0.7% | +0.7% | -0.1% |
| 3M | +34.1% | -31.0% | +65.2% | +25.6% |
| 6M | +23.2% | -24.8% | +48.0% | +19.5% |
| YTD | -11.2% | -18.6% | +7.4% | -10.9% |
| 1Y | -40.5% | -31.8% | -8.7% | -42.7% |
| All | -3.4% | -77.3% | +73.9% | -27.6% |
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