+38.0%
TE vs PLTD
-77.7%
+115.7%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -5.5% | +2.5% | -5.5% |
| 7D | -10.5% | +4.2% | -14.8% | -8.0% |
| 30D | -32.4% | +20.8% | -53.3% | -25.1% |
| 3M | -60.9% | -2.6% | -58.3% | -60.4% |
| 6M | -62.8% | -33.1% | -29.7% | -66.7% |
| YTD | -65.7% | -20.0% | -45.7% | -65.3% |
| 1Y | -39.9% | -21.6% | -18.2% | -37.8% |
| All | +38.0% | -77.7% | +115.7% | -11.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling