+72.8%
STT vs PLTD
-76.4%
+149.2%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.2% | +3.4% | -0.2% |
| 7D | -2.5% | +13.7% | -16.2% | -0.8% |
| 30D | -5.0% | +18.4% | -23.4% | -2.7% |
| 3M | -10.5% | -7.5% | -3.0% | -10.8% |
| 6M | +10.0% | -31.3% | +41.3% | +6.8% |
| YTD | +30.7% | -15.4% | +46.1% | +32.3% |
| 1Y | +43.8% | -18.4% | +62.2% | +45.1% |
| All | +72.8% | -76.4% | +149.2% | +44.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling