-10.6%
SW vs PLTD
-77.8%
+67.2%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +2.4% | +1.7% | +4.3% |
| 7D | +12.1% | +14.4% | -2.4% | +13.5% |
| 30D | +6.6% | +8.6% | -2.1% | +7.4% |
| 3M | -6.0% | -9.2% | +3.2% | -6.6% |
| 6M | +21.5% | -29.5% | +51.0% | +19.1% |
| YTD | +20.3% | -20.2% | +40.5% | +20.6% |
| 1Y | +28.1% | -16.5% | +44.7% | +29.8% |
| All | -10.6% | -77.8% | +67.2% | -27.1% |
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