+81.4%
TER vs PLTD
-76.4%
+157.8%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -3.2% | +5.8% | +1.8% |
| 7D | -20.5% | +13.7% | -34.2% | -17.4% |
| 30D | -47.0% | +18.4% | -65.4% | -44.1% |
| 3M | -43.3% | -7.5% | -35.8% | -43.4% |
| 6M | -42.9% | -31.3% | -11.6% | -46.0% |
| YTD | +12.9% | -15.4% | +28.3% | +15.9% |
| 1Y | +18.2% | -18.4% | +36.6% | +21.2% |
| All | +81.4% | -76.4% | +157.8% | +42.3% |
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