+82.0%
STT vs PLTD
-77.5%
+159.5%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.2% | -2.3% | +0.1% |
| 7D | +4.8% | -4.8% | +9.5% | +4.2% |
| 30D | +3.9% | +16.9% | -12.9% | +6.2% |
| 3M | -8.2% | +2.6% | -10.8% | -7.4% |
| 6M | +15.6% | -36.2% | +51.8% | +11.2% |
| YTD | +37.6% | -19.4% | +57.1% | +38.5% |
| 1Y | +50.1% | -22.5% | +72.6% | +50.4% |
| All | +82.0% | -77.5% | +159.5% | +51.6% |
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 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