+80.3%
STLD vs PLTD
-76.4%
+156.7%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.2% | +3.6% | +0.1% |
| 7D | -11.1% | +13.7% | -24.9% | -10.0% |
| 30D | -4.8% | +18.4% | -23.2% | -3.1% |
| 3M | -14.6% | -7.5% | -7.1% | -14.8% |
| 6M | -7.4% | -31.3% | +23.9% | -9.4% |
| YTD | +32.6% | -15.4% | +48.0% | +34.0% |
| 1Y | +47.3% | -18.4% | +65.7% | +48.4% |
| All | +80.3% | -76.4% | +156.7% | +61.0% |
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 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