+42.8%
SPG vs PLTD
-77.5%
+120.3%
-24.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.2% | -2.4% | -0.2% |
| 7D | +2.0% | -4.8% | +6.8% | +1.8% |
| 30D | +17.2% | +16.9% | +0.4% | +17.9% |
| 3M | +6.3% | +2.6% | +3.7% | +6.5% |
| 6M | +18.7% | -36.2% | +54.9% | +16.9% |
| YTD | +30.1% | -19.4% | +49.5% | +31.2% |
| 1Y | +32.8% | -22.5% | +55.3% | +33.5% |
| All | +42.8% | -77.5% | +120.3% | +24.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling