-49.7%
SE vs PLTD
-18.6%
-31.1%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -5.5% | +8.4% | +2.2% |
| 7D | +3.3% | +4.2% | -1.0% | +4.0% |
| 30D | -18.2% | +20.8% | -39.0% | -15.8% |
| 3M | -31.3% | -2.6% | -28.7% | -31.2% |
| 6M | -10.1% | -33.1% | +23.0% | -13.4% |
| YTD | -38.9% | -20.0% | -18.8% | -36.5% |
| All | -49.7% | -18.6% | -31.1% | -45.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling