+46.7%
SLB vs PLTD
-77.8%
+124.5%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.6% | -4.5% | +0.6% |
| 7D | +0.8% | +5.9% | -5.1% | +1.4% |
| 30D | +15.8% | -11.6% | +27.4% | +14.7% |
| 3M | -0.3% | -29.9% | +29.6% | -2.5% |
| 6M | +21.3% | -28.5% | +49.9% | +19.4% |
| YTD | +52.3% | -20.4% | +72.7% | +52.4% |
| 1Y | +63.6% | -33.3% | +96.9% | +60.6% |
| All | +46.7% | -77.8% | +124.5% | +27.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling