+93.3%
STLD vs PLTD
-78.1%
+171.4%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -1.7% | +6.8% | +4.9% |
| 7D | -0.5% | -1.6% | +1.1% | -0.5% |
| 30D | -0.1% | +18.5% | -18.5% | +1.6% |
| 3M | -9.2% | -2.4% | -6.7% | -9.0% |
| 6M | +1.8% | -34.6% | +36.3% | -0.8% |
| YTD | +42.1% | -21.4% | +63.6% | +42.7% |
| 1Y | +58.5% | -16.8% | +75.3% | +60.9% |
| All | +93.3% | -78.1% | +171.4% | +71.5% |
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 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