+83.4%
SITM vs PLTD
-78.1%
+161.5%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.9% | +8.3% | +5.6% |
| 7D | +17.2% | -1.6% | +18.7% | +17.6% |
| 30D | -17.1% | +18.5% | -35.6% | -10.9% |
| 3M | -29.2% | -2.4% | -26.7% | -28.3% |
| 6M | -47.6% | -34.6% | -13.0% | -52.3% |
| YTD | +33.8% | -21.4% | +55.2% | +34.1% |
| 1Y | +54.1% | -16.8% | +70.9% | +61.3% |
| All | +83.4% | -78.1% | +161.5% | +3.1% |
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