+48.4%
TEL vs PLTD
-78.1%
+126.5%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.7% | +2.0% | 0.0% |
| 7D | -0.4% | -1.6% | +1.2% | -0.4% |
| 30D | +1.0% | +18.5% | -17.5% | +4.5% |
| 3M | +0.7% | -2.4% | +3.2% | +1.1% |
| 6M | +7.3% | -34.6% | +41.9% | +2.3% |
| YTD | -2.5% | -21.4% | +18.9% | -2.7% |
| 1Y | -10.3% | -16.8% | +6.5% | -9.0% |
| All | +48.4% | -78.1% | +126.5% | +22.9% |
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 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