+11.2%
SPY vs PLTD
-18.5%
+29.7%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.3% |
| 7D | -0.6% | +2.8% | -3.4% | -0.3% |
| 30D | -3.7% | +21.1% | -24.8% | -1.9% |
| 3M | -2.7% | -0.7% | -2.1% | -2.4% |
| 6M | +2.2% | -33.0% | +35.1% | +0.4% |
| YTD | +10.8% | -19.9% | +30.7% | +12.2% |
| 1Y | +11.2% | -13.9% | +25.1% | +14.8% |
| All | +11.2% | -18.5% | +29.7% | +14.8% |
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