-4.1%
TECH vs PLTD
-76.4%
+72.3%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.2% | +3.4% | -0.2% |
| 7D | +0.2% | +13.7% | -13.6% | +1.5% |
| 30D | +0.3% | +18.4% | -18.1% | +2.2% |
| 3M | +1.3% | -7.5% | +8.8% | +0.8% |
| 6M | +54.0% | -31.3% | +85.3% | +50.2% |
| YTD | +24.3% | -15.4% | +39.7% | +25.5% |
| 1Y | +25.8% | -18.4% | +44.2% | +26.7% |
| All | -4.1% | -76.4% | +72.3% | -19.0% |
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