+27.6%
SOLS vs PLTD
-18.7%
+46.3%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +2.3% | -4.9% | -2.7% |
| 7D | +0.3% | +9.9% | -9.6% | +0.3% |
| 30D | +0.9% | +3.8% | -2.9% | +0.9% |
| 3M | -20.7% | -32.3% | +11.6% | -20.3% |
| 6M | -17.7% | -25.9% | +8.2% | -16.8% |
| YTD | +27.1% | -16.4% | +43.5% | +30.4% |
| All | +27.6% | -18.7% | +46.3% | +31.0% |
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