+95.3%
STLD vs PLTD
-77.8%
+173.1%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +4.6% | -6.3% | -1.2% |
| 7D | +3.1% | +5.9% | -2.8% | +3.7% |
| 30D | -9.0% | -11.6% | +2.6% | -9.9% |
| 3M | -12.4% | -29.9% | +17.6% | -14.2% |
| 6M | +25.5% | -28.5% | +54.0% | +23.6% |
| YTD | +43.6% | -20.4% | +64.0% | +43.9% |
| 1Y | +87.2% | -33.3% | +120.5% | +83.8% |
| All | +95.3% | -77.8% | +173.1% | +73.0% |
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 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