+14.9%
SGI vs PLTD
-76.4%
+91.3%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -3.2% | -2.3% | -5.8% |
| 7D | +1.0% | +13.7% | -12.8% | +2.3% |
| 30D | +3.9% | +18.4% | -14.5% | +5.8% |
| 3M | -0.8% | -7.5% | +6.6% | -1.4% |
| 6M | -18.0% | -31.3% | +13.3% | -20.1% |
| YTD | -27.6% | -15.4% | -12.2% | -27.6% |
| 1Y | -27.2% | -18.4% | -8.8% | -27.2% |
| All | +14.9% | -76.4% | +91.3% | +1.3% |
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 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