+386.5%
STX vs PLTD
-76.4%
+462.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.2% | +2.0% | -1.8% |
| 7D | -28.5% | +13.7% | -42.2% | -26.3% |
| 30D | -42.9% | +18.4% | -61.4% | -40.4% |
| 3M | -45.9% | -7.5% | -38.4% | -45.8% |
| 6M | -41.3% | -31.3% | -10.0% | -43.4% |
| YTD | +67.9% | -15.4% | +83.3% | +73.2% |
| 1Y | +66.5% | -18.4% | +84.9% | +72.0% |
| All | +386.5% | -76.4% | +462.9% | +295.3% |
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