+100.3%
STT vs PLTD
-77.3%
+177.6%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.3% | -3.5% | -1.0% |
| 7D | +2.2% | +4.5% | -2.4% | +2.8% |
| 30D | +3.9% | -0.7% | +4.6% | +3.9% |
| 3M | +19.2% | -31.0% | +50.2% | +15.3% |
| 6M | +60.4% | -24.8% | +85.2% | +58.1% |
| YTD | +51.5% | -18.6% | +70.0% | +52.0% |
| 1Y | +76.3% | -31.8% | +108.1% | +72.5% |
| All | +100.3% | -77.3% | +177.6% | +66.4% |
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 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