+2.9%
SPGI vs PLTD
-16.1%
+19.0%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +2.4% | +1.0% | +3.6% |
| 7D | +7.2% | +14.4% | -7.2% | +8.9% |
| 30D | +23.2% | +8.6% | +14.6% | +24.4% |
| 3M | +17.0% | -9.2% | +26.2% | +16.1% |
| 6M | +20.4% | -29.5% | +49.9% | +17.0% |
| YTD | -1.9% | -20.2% | +18.3% | -4.5% |
| 1Y | +2.9% | -16.5% | +19.4% | +0.1% |
| All | +2.9% | -16.1% | +19.0% | +0.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling