-12.5%
TOST vs PLTD
-76.4%
+63.9%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.2% | +1.8% | -2.2% |
| 7D | +9.4% | +13.7% | -4.3% | +13.3% |
| 30D | +13.5% | +18.4% | -5.0% | +19.1% |
| 3M | -0.1% | -7.5% | +7.3% | -1.8% |
| 6M | +22.5% | -31.3% | +53.8% | +14.1% |
| YTD | -2.4% | -15.4% | +13.0% | -1.2% |
| 1Y | -4.7% | -18.4% | +13.7% | -4.0% |
| All | -12.5% | -76.4% | +63.9% | -36.2% |
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