+13.0%
SPOT vs PLTD
-77.8%
+90.8%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +4.6% | -7.8% | -1.9% |
| 7D | -0.9% | +5.9% | -6.9% | +0.8% |
| 30D | +12.5% | -11.6% | +24.1% | +9.2% |
| 3M | +9.9% | -29.9% | +39.8% | +2.2% |
| 6M | +1.6% | -28.5% | +30.1% | -3.5% |
| YTD | -6.6% | -20.4% | +13.8% | -6.8% |
| 1Y | -22.9% | -33.3% | +10.3% | -27.1% |
| All | +13.0% | -77.8% | +90.8% | -25.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling