+82.7%
SITM vs PLTD
-78.0%
+160.7%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.8% | -0.3% |
| 7D | +32.5% | -9.8% | +42.3% | +28.4% |
| 30D | -18.8% | +18.9% | -37.7% | -12.6% |
| 3M | -30.9% | -4.2% | -26.6% | -30.5% |
| 6M | -44.5% | -34.8% | -9.6% | -49.6% |
| YTD | +33.2% | -21.1% | +54.4% | +33.7% |
| 1Y | +53.8% | -19.3% | +73.1% | +58.4% |
| All | +82.7% | -78.0% | +160.7% | +2.8% |
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