+116.4%
THC vs PLTD
-78.1%
+194.5%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.7% | +3.1% | +1.3% |
| 7D | +0.2% | -1.6% | +1.8% | +0.2% |
| 30D | +9.0% | +18.5% | -9.4% | +10.3% |
| 3M | +12.9% | -2.4% | +15.4% | +12.9% |
| 6M | +52.8% | -34.6% | +87.4% | +50.0% |
| YTD | +47.4% | -21.4% | +68.9% | +48.2% |
| 1Y | +47.7% | -16.8% | +64.5% | +49.3% |
| All | +116.4% | -78.1% | +194.5% | +93.1% |
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