-4.8%
TECH vs PLTD
-77.3%
+72.5%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.3% | -2.5% | +0.1% |
| 7D | +0.2% | +4.5% | -4.4% | +0.7% |
| 30D | +0.1% | -0.7% | +0.9% | +0.2% |
| 3M | +37.5% | -31.0% | +68.5% | +33.8% |
| 6M | +34.6% | -24.8% | +59.4% | +33.4% |
| YTD | +23.5% | -18.6% | +42.0% | +24.1% |
| 1Y | +34.4% | -31.8% | +66.2% | +32.2% |
| All | -4.8% | -77.3% | +72.5% | -19.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling