+89.4%
STM vs PLTD
-18.6%
+108.1%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -5.5% | +12.3% | +6.1% |
| 7D | -5.6% | +4.2% | -9.8% | -5.1% |
| 30D | -14.4% | +20.8% | -35.3% | -13.0% |
| 3M | -20.5% | -2.6% | -17.9% | -19.9% |
| 6M | -24.5% | -33.1% | +8.6% | -25.2% |
| YTD | +72.7% | -20.0% | +92.7% | +76.0% |
| All | +89.4% | -18.6% | +108.1% | +101.4% |
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