+18.6%
T vs PLTD
-77.3%
+95.9%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.3% | -2.6% | -0.3% |
| 7D | -1.5% | +4.5% | -6.1% | -1.6% |
| 30D | +7.6% | -0.7% | +8.4% | +7.6% |
| 3M | +15.3% | -31.0% | +46.3% | +16.0% |
| 6M | -8.5% | -24.8% | +16.4% | -8.2% |
| YTD | +6.8% | -18.6% | +25.3% | +7.2% |
| 1Y | -7.2% | -31.8% | +24.6% | -7.0% |
| All | +18.6% | -77.3% | +95.9% | +14.8% |
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