-36.8%
TEAM vs PLTD
-77.3%
+40.5%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +2.3% | -9.3% | -5.9% |
| 7D | -5.7% | +4.5% | -10.2% | -3.5% |
| 30D | +18.3% | -0.7% | +19.1% | +19.2% |
| 3M | +80.2% | -31.0% | +111.3% | +65.5% |
| 6M | +111.0% | -24.8% | +135.8% | +105.4% |
| YTD | +8.8% | -18.6% | +27.4% | +9.9% |
| 1Y | +2.2% | -31.8% | +34.0% | -1.3% |
| All | -36.8% | -77.3% | +40.5% | -55.6% |
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