+41.2%
SHOP vs PLTD
-31.2%
+72.4%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -3.2% | +6.8% | +2.3% |
| 7D | -5.4% | +13.7% | -19.2% | -0.3% |
| 30D | -10.3% | +18.4% | -28.7% | -3.2% |
| 3M | +1.0% | -7.5% | +8.5% | +1.1% |
| 6M | +41.2% | -31.3% | +72.5% | +34.7% |
| All | +41.2% | -31.2% | +72.4% | +34.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling