+196.8%
TER vs PLTD
-77.8%
+274.6%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +4.6% | +0.8% | +6.5% |
| 7D | +0.6% | +5.9% | -5.3% | +2.1% |
| 30D | -8.3% | -11.6% | +3.3% | -10.8% |
| 3M | -12.2% | -29.9% | +17.7% | -17.3% |
| 6M | +17.1% | -28.5% | +45.6% | +11.6% |
| YTD | +84.7% | -20.4% | +105.1% | +84.2% |
| 1Y | +199.9% | -33.3% | +233.2% | +190.3% |
| All | +196.8% | -77.8% | +274.6% | +126.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling