-35.4%
SE vs PLTD
-76.4%
+41.0%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.2% | +3.3% | -0.6% |
| 7D | +2.0% | +13.7% | -11.7% | +5.2% |
| 30D | -20.0% | +18.4% | -38.4% | -16.5% |
| 3M | -31.8% | -7.5% | -24.3% | -32.5% |
| 6M | -15.9% | -31.3% | +15.4% | -20.7% |
| YTD | -40.6% | -15.4% | -25.2% | -39.7% |
| 1Y | -50.7% | -18.4% | -32.3% | -50.0% |
| All | -35.4% | -76.4% | +41.0% | -51.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling