+199.9%
TER vs PLTD
-33.9%
+233.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +4.6% | +0.8% | +6.3% |
| 7D | +0.6% | +5.9% | -5.3% | +1.7% |
| 30D | -8.3% | -11.6% | +3.3% | -10.3% |
| 3M | -12.2% | -29.9% | +17.7% | -15.1% |
| 6M | +17.1% | -28.5% | +45.6% | +14.8% |
| YTD | +84.7% | -20.4% | +105.1% | +93.0% |
| 1Y | +199.9% | -33.3% | +233.2% | +238.2% |
| All | +199.9% | -33.9% | +233.8% | +238.2% |
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