-0.7%
SPGI vs PLTD
-78.1%
+77.4%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.9% | +2.3% | +0.2% |
| 7D | -1.4% | -1.6% | +0.2% | -1.4% |
| 30D | +15.3% | +18.5% | -3.2% | +17.5% |
| 3M | +16.5% | -2.4% | +18.9% | +16.6% |
| 6M | +19.8% | -34.6% | +54.4% | +16.4% |
| YTD | -3.2% | -21.4% | +18.2% | -4.1% |
| 1Y | +1.8% | -16.8% | +18.5% | +1.5% |
| All | -0.7% | -78.1% | +77.4% | -13.4% |
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