+65.5%
STRL vs PLTD
-78.1%
+143.6%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.9% | +6.9% | +4.4% |
| 7D | +7.1% | -1.6% | +8.7% | +7.4% |
| 30D | -39.4% | +18.5% | -57.8% | -36.2% |
| 3M | -43.0% | -2.4% | -40.5% | -42.3% |
| 6M | -65.0% | -34.6% | -30.4% | -67.2% |
| YTD | -0.8% | -21.4% | +20.7% | +2.1% |
| 1Y | -20.3% | -16.8% | -3.5% | -14.3% |
| All | +65.5% | -78.1% | +143.6% | +12.3% |
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