+9.5%
SYY vs PLTD
-76.9%
+86.4%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.7% | +1.8% | +1.1% |
| 7D | +3.9% | +4.2% | -0.3% | +3.9% |
| 30D | -1.7% | +0.7% | -2.5% | -1.8% |
| 3M | +5.2% | -32.4% | +37.5% | +5.4% |
| 6M | -0.2% | -26.2% | +26.0% | -0.1% |
| YTD | +15.4% | -17.0% | +32.4% | +15.4% |
| 1Y | +5.6% | -26.7% | +32.3% | +5.6% |
| All | +9.5% | -76.9% | +86.4% | +8.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling