+165.0%
STRL vs PLTD
-77.8%
+242.8%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +4.6% | +1.1% | +6.8% |
| 7D | +3.4% | +5.9% | -2.5% | +4.8% |
| 30D | -9.2% | -11.6% | +2.4% | -11.5% |
| 3M | -51.0% | -29.9% | -21.1% | -53.8% |
| 6M | +15.8% | -28.5% | +44.3% | +10.5% |
| YTD | +58.9% | -20.4% | +79.3% | +61.4% |
| 1Y | +68.5% | -33.3% | +101.8% | +65.1% |
| All | +165.0% | -77.8% | +242.8% | +77.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling