+365.4%
STX vs PLTD
-33.9%
+399.3%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +4.6% | +1.7% | +6.8% |
| 7D | +2.4% | +5.9% | -3.6% | +3.1% |
| 30D | +1.4% | -11.6% | +13.0% | 0.0% |
| 3M | -8.2% | -29.9% | +21.7% | -9.8% |
| 6M | +127.0% | -28.5% | +155.6% | +127.1% |
| YTD | +209.1% | -20.4% | +229.5% | +231.5% |
| 1Y | +365.4% | -33.3% | +398.7% | +421.6% |
| All | +365.4% | -33.9% | +399.3% | +421.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling