+43.2%
TER vs PLTD
-16.1%
+59.3%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +2.4% | -9.2% | -6.4% |
| 7D | -19.9% | +14.4% | -34.3% | -18.1% |
| 30D | -43.5% | +8.6% | -52.2% | -42.4% |
| 3M | -37.8% | -9.2% | -28.6% | -37.9% |
| 6M | -25.6% | -29.5% | +4.0% | -26.3% |
| YTD | +29.8% | -20.2% | +50.0% | +37.3% |
| 1Y | +43.2% | -16.5% | +59.7% | +57.9% |
| All | +43.2% | -16.1% | +59.3% | +57.9% |
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 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