+32.4%
TPR vs PLTD
-16.9%
+49.2%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.7% | -0.3% | -1.9% |
| 7D | +6.4% | -1.6% | +8.0% | +6.5% |
| 30D | +13.8% | +18.5% | -4.7% | +13.0% |
| 3M | -16.6% | -2.4% | -14.2% | -16.5% |
| 6M | +0.7% | -34.6% | +35.3% | +0.6% |
| YTD | +5.3% | -21.4% | +26.8% | +8.1% |
| 1Y | +32.4% | -16.8% | +49.1% | +37.7% |
| All | +32.4% | -16.9% | +49.2% | +37.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling