-1.8%
TDG vs PLTD
-76.9%
+75.1%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.7% | +1.9% | +1.2% |
| 7D | -1.9% | +4.2% | -6.1% | -1.7% |
| 30D | -7.7% | +0.7% | -8.4% | -7.6% |
| 3M | -9.3% | -32.4% | +23.0% | -10.5% |
| 6M | -9.4% | -26.2% | +16.8% | -9.9% |
| YTD | -14.3% | -17.0% | +2.8% | -13.9% |
| 1Y | -11.8% | -26.7% | +14.9% | -12.2% |
| All | -1.8% | -76.9% | +75.1% | -12.2% |
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