+4.9%
TDG vs PLTD
-77.5%
+82.4%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.2% | -1.0% | +1.3% |
| 7D | +1.7% | -4.8% | +6.5% | +1.5% |
| 30D | +9.7% | +16.9% | -7.2% | +10.5% |
| 3M | -2.3% | +2.6% | -4.9% | -2.1% |
| 6M | +1.3% | -36.2% | +37.6% | -0.2% |
| YTD | -8.5% | -19.4% | +11.0% | -8.1% |
| 1Y | -8.1% | -22.5% | +14.4% | -8.0% |
| All | +4.9% | -77.5% | +82.4% | -6.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling