+39.2%
SOLS vs PLTD
-23.6%
+62.8%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.7% | +7.2% | +5.4% |
| 7D | +16.4% | -1.6% | +17.9% | +16.2% |
| 30D | +10.6% | +18.5% | -7.9% | +10.8% |
| 3M | +10.0% | -2.4% | +12.5% | +10.3% |
| 6M | -21.2% | -34.6% | +13.4% | -20.7% |
| YTD | +38.7% | -21.4% | +60.1% | +42.6% |
| 1Y | +46.1% | -16.8% | +62.8% | +51.6% |
| All | +39.2% | -23.6% | +62.8% | +43.2% |
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 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