+80.4%
STM vs PLTD
-78.1%
+158.5%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.7% | +5.6% | +3.5% |
| 7D | +1.4% | -1.6% | +3.0% | +1.6% |
| 30D | -8.4% | +18.5% | -26.8% | -5.2% |
| 3M | -15.8% | -2.4% | -13.4% | -15.3% |
| 6M | -22.8% | -34.6% | +11.8% | -25.9% |
| YTD | +79.4% | -21.4% | +100.8% | +80.2% |
| 1Y | +97.0% | -16.8% | +113.7% | +101.3% |
| All | +80.4% | -78.1% | +158.5% | +37.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling