+9.5%
SPOT vs PLTD
-76.9%
+86.4%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.7% | +1.5% | +0.6% |
| 7D | -3.1% | +4.2% | -7.3% | -2.0% |
| 30D | +7.4% | +0.7% | +6.6% | +7.8% |
| 3M | +8.2% | -32.4% | +40.6% | -0.7% |
| 6M | +2.2% | -26.2% | +28.4% | -2.2% |
| YTD | -9.5% | -17.0% | +7.6% | -8.6% |
| 1Y | -23.8% | -26.7% | +2.8% | -25.7% |
| All | +9.5% | -76.9% | +86.4% | -27.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling