+85.6%
STLD vs PLTD
-77.5%
+163.1%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +2.2% | -5.4% | -3.0% |
| 7D | +2.9% | -4.8% | +7.7% | +2.5% |
| 30D | -5.6% | +16.9% | -22.4% | -4.0% |
| 3M | -11.7% | +2.6% | -14.3% | -11.2% |
| 6M | -2.8% | -36.2% | +33.5% | -5.6% |
| YTD | +36.4% | -19.4% | +55.9% | +37.3% |
| 1Y | +50.0% | -22.5% | +72.5% | +50.3% |
| All | +85.6% | -77.5% | +163.1% | +65.0% |
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 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