+177.1%
TE vs PLTD
-77.8%
+254.9%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +4.6% | -3.3% | +3.4% |
| 7D | -4.0% | +5.9% | -9.9% | -1.0% |
| 30D | -15.9% | -11.6% | -4.3% | -19.7% |
| 3M | -60.5% | -29.9% | -30.6% | -64.4% |
| 6M | -35.2% | -28.5% | -6.7% | -40.5% |
| YTD | -31.1% | -20.4% | -10.7% | -31.6% |
| 1Y | +148.6% | -33.3% | +181.9% | +133.8% |
| All | +177.1% | -77.8% | +254.9% | +75.1% |
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