+30.0%
SLB vs PLTD
-78.1%
+108.1%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.9% | +4.1% | +1.9% |
| 7D | -1.2% | -1.6% | +0.4% | -1.2% |
| 30D | +4.5% | +18.5% | -14.0% | +6.2% |
| 3M | -4.6% | -2.4% | -2.1% | -4.5% |
| 6M | -6.3% | -34.6% | +28.3% | -8.8% |
| YTD | +35.0% | -21.4% | +56.4% | +35.2% |
| 1Y | +38.8% | -16.8% | +55.6% | +40.5% |
| All | +30.0% | -78.1% | +108.1% | +12.8% |
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 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