+29.0%
TGT vs PLTD
-77.3%
+106.3%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.3% | -3.4% | -0.9% |
| 7D | -0.6% | +4.5% | -5.2% | -0.4% |
| 30D | +9.5% | -0.7% | +10.3% | +9.6% |
| 3M | +32.3% | -31.0% | +63.3% | +30.7% |
| 6M | +37.0% | -24.8% | +61.9% | +36.6% |
| YTD | +71.0% | -18.6% | +89.6% | +72.0% |
| 1Y | +85.0% | -31.8% | +116.8% | +83.6% |
| All | +29.0% | -77.3% | +106.3% | +20.8% |
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 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