+0.9%
TEL vs PLTD
-25.5%
+26.4%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.7% | +4.3% | +3.5% |
| 7D | +1.6% | +4.2% | -2.7% | +2.3% |
| 30D | -0.7% | +0.7% | -1.4% | -0.3% |
| 3M | +2.4% | -32.4% | +34.8% | -2.0% |
| 6M | +4.1% | -26.2% | +30.3% | +1.6% |
| YTD | -5.8% | -17.0% | +11.2% | -4.0% |
| 1Y | +0.9% | -26.7% | +27.6% | +3.1% |
| All | +0.9% | -25.5% | +26.4% | +3.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling