+2.2%
SW vs PLTD
-33.9%
+36.1%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +4.6% | -3.4% | +1.3% |
| 7D | -5.1% | +5.9% | -11.0% | -5.1% |
| 30D | -4.6% | -11.6% | +7.0% | -4.5% |
| 3M | +9.4% | -29.9% | +39.3% | +9.2% |
| 6M | +3.5% | -28.5% | +32.0% | +2.6% |
| YTD | +22.0% | -20.4% | +42.4% | +20.7% |
| 1Y | +2.2% | -33.3% | +35.5% | +4.5% |
| All | +2.2% | -33.9% | +36.1% | +4.5% |
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