+59.5%
U vs PLTD
-77.8%
+137.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +4.6% | -5.6% | +0.8% |
| 7D | -3.8% | +5.9% | -9.7% | -1.3% |
| 30D | +17.5% | -11.6% | +29.1% | +12.6% |
| 3M | +38.7% | -29.9% | +68.7% | +25.6% |
| 6M | +104.4% | -28.5% | +132.9% | +91.1% |
| YTD | -5.7% | -20.4% | +14.7% | -6.0% |
| 1Y | +3.7% | -33.3% | +36.9% | -0.8% |
| All | +59.5% | -77.8% | +137.3% | +8.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling