+64.3%
STRL vs PLTD
-78.0%
+142.3%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.4% | -1.1% | -0.6% |
| 7D | +23.4% | -9.8% | +33.2% | +20.6% |
| 30D | -39.5% | +18.9% | -58.4% | -36.3% |
| 3M | -45.1% | -4.2% | -40.8% | -44.6% |
| 6M | -64.6% | -34.8% | -29.7% | -66.9% |
| YTD | -1.5% | -21.1% | +19.6% | +1.4% |
| 1Y | -20.8% | -19.3% | -1.5% | -16.0% |
| All | +64.3% | -78.0% | +142.3% | +11.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling