+27.3%
SHOP vs PLTD
-78.0%
+105.3%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.4% | -2.1% | -1.5% |
| 7D | +2.1% | -9.8% | +11.9% | -2.3% |
| 30D | -16.8% | +18.9% | -35.8% | -9.1% |
| 3M | -2.4% | -4.2% | +1.8% | -2.1% |
| 6M | +47.0% | -34.8% | +81.8% | +31.0% |
| YTD | -8.8% | -21.1% | +12.3% | -7.8% |
| 1Y | -6.3% | -19.3% | +13.0% | -3.3% |
| All | +27.3% | -78.0% | +105.3% | -14.9% |
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