+37.0%
SOLS vs PLTD
-21.6%
+58.7%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.2% | -2.7% | -0.5% |
| 7D | +14.0% | -4.8% | +18.8% | +13.8% |
| 30D | +10.0% | +16.9% | -6.9% | +10.3% |
| 3M | +5.8% | +2.6% | +3.2% | +6.3% |
| 6M | -25.2% | -36.2% | +11.1% | -24.8% |
| YTD | +36.5% | -19.4% | +56.0% | +40.6% |
| 1Y | +45.0% | -22.5% | +67.6% | +48.6% |
| All | +37.0% | -21.6% | +58.7% | +41.2% |
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