+17.3%
SO vs PLTD
-76.4%
+93.7%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.2% | +2.1% | -0.9% |
| 7D | -1.5% | +13.7% | -15.2% | -2.0% |
| 30D | +8.1% | +18.4% | -10.4% | +7.2% |
| 3M | +0.2% | -7.5% | +7.7% | +0.3% |
| 6M | +0.4% | -31.3% | +31.7% | +1.2% |
| YTD | +8.5% | -15.4% | +23.9% | +8.4% |
| 1Y | +4.9% | -18.4% | +23.4% | +4.9% |
| All | +17.3% | -76.4% | +93.7% | +19.8% |
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 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