+33.8%
SOLS vs PLTD
-20.8%
+54.5%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.3% | -1.1% | +1.3% |
| 7D | +4.5% | +4.5% | 0.0% | +4.5% |
| 30D | +6.0% | -0.7% | +6.7% | +6.0% |
| 3M | -19.7% | -31.0% | +11.4% | -19.3% |
| 6M | -10.4% | -24.8% | +14.4% | -9.3% |
| YTD | +33.3% | -18.6% | +51.8% | +36.7% |
| All | +33.8% | -20.8% | +54.5% | +37.3% |
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