+26.9%
SPOT vs PLTD
-77.7%
+104.6%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -5.5% | +6.5% | -0.4% |
| 7D | +2.5% | +4.2% | -1.7% | +3.8% |
| 30D | +15.1% | +20.8% | -5.7% | +21.0% |
| 3M | +24.8% | -2.6% | +27.3% | +24.3% |
| 6M | +45.8% | -33.1% | +78.9% | +34.2% |
| YTD | +4.9% | -20.0% | +24.9% | +5.0% |
| 1Y | -1.3% | -21.6% | +20.4% | -1.3% |
| All | +26.9% | -77.7% | +104.6% | -16.1% |
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