+137.3%
TD vs PLTD
-77.3%
+214.6%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.3% | -3.2% | -0.8% |
| 7D | +0.9% | +4.5% | -3.7% | +1.1% |
| 30D | -0.7% | -0.7% | +0.1% | -0.6% |
| 3M | +6.3% | -31.0% | +37.3% | +4.8% |
| 6M | +27.9% | -24.8% | +52.8% | +27.4% |
| YTD | +29.8% | -18.6% | +48.4% | +30.2% |
| 1Y | +63.7% | -31.8% | +95.5% | +62.4% |
| All | +137.3% | -77.3% | +214.6% | +119.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling