+121.5%
TPR vs PLTD
-76.4%
+197.9%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.2% | +2.2% | -1.4% |
| 7D | +14.2% | +13.7% | +0.4% | +16.0% |
| 30D | +17.1% | +18.4% | -1.4% | +19.8% |
| 3M | -17.7% | -7.5% | -10.2% | -18.8% |
| 6M | -10.2% | -31.3% | +21.1% | -14.5% |
| YTD | +4.9% | -15.4% | +20.3% | +6.0% |
| 1Y | +36.1% | -18.4% | +54.5% | +36.9% |
| All | +121.5% | -76.4% | +197.9% | +78.3% |
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