+23.5%
TGT vs PLTD
-76.7%
+100.2%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.3% | -3.4% | -1.0% |
| 7D | -5.0% | +9.9% | -14.9% | -4.6% |
| 30D | +3.0% | +3.8% | -0.8% | +3.3% |
| 3M | +22.6% | -32.3% | +54.9% | +21.0% |
| 6M | +31.2% | -25.9% | +57.1% | +30.5% |
| YTD | +63.7% | -16.4% | +80.1% | +64.9% |
| 1Y | +78.5% | -25.2% | +103.6% | +78.5% |
| All | +23.5% | -76.7% | +100.2% | +15.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling