-6.0%
U vs PLTD
-32.3%
+26.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.3% | +0.3% | +3.6% |
| 7D | +4.5% | +4.5% | -0.1% | +6.7% |
| 30D | -0.6% | -0.7% | +0.2% | -0.5% |
| 3M | +48.4% | -31.0% | +79.5% | +32.4% |
| 6M | +115.4% | -24.8% | +140.2% | +107.5% |
| YTD | -3.2% | -18.6% | +15.3% | -1.4% |
| 1Y | -6.0% | -31.8% | +25.8% | -2.6% |
| All | -6.0% | -32.3% | +26.3% | -2.6% |
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 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