+15.2%
TOST vs PLTD
-30.7%
+45.9%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.6% | -4.6% | +1.1% |
| 7D | -3.4% | +5.9% | -9.3% | -2.0% |
| 30D | -2.4% | -11.6% | +9.2% | -5.0% |
| 3M | +34.6% | -29.9% | +64.6% | +27.7% |
| 6M | +15.2% | -28.5% | +43.7% | +10.6% |
| All | +15.2% | -30.7% | +45.9% | +10.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling