-12.4%
TOST vs PLTD
-77.5%
+65.1%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.2% | +1.3% | +4.0% |
| 7D | 0.0% | -4.8% | +4.8% | -1.2% |
| 30D | +16.2% | +16.9% | -0.7% | +21.4% |
| 3M | -1.5% | +2.6% | -4.1% | -0.3% |
| 6M | +55.3% | -36.2% | +91.5% | +41.6% |
| YTD | -2.3% | -19.4% | +17.1% | -2.4% |
| 1Y | -5.5% | -22.5% | +17.0% | -6.4% |
| All | -12.4% | -77.5% | +65.1% | -37.0% |
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 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