+97.4%
STM vs PLTD
-32.3%
+129.7%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.3% | -2.8% | -0.4% |
| 7D | +5.2% | +4.5% | +0.7% | +5.5% |
| 30D | -7.4% | -0.7% | -6.6% | -7.3% |
| 3M | -30.6% | -31.0% | +0.4% | -31.5% |
| 6M | +66.4% | -24.8% | +91.2% | +64.5% |
| YTD | +101.1% | -18.6% | +119.7% | +101.5% |
| 1Y | +97.4% | -31.8% | +129.2% | +101.4% |
| All | +97.4% | -32.3% | +129.7% | +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