+26.9%
USB vs PLTD
-75.6%
+102.5%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +9.5% | -11.6% | -1.2% |
| 7D | -1.5% | +25.1% | -26.5% | +0.7% |
| 30D | +4.3% | +21.0% | -16.7% | +6.3% |
| 3M | -6.1% | -2.9% | -3.1% | -6.2% |
| 6M | +9.4% | -27.8% | +37.2% | +6.9% |
| YTD | +15.2% | -12.6% | +27.8% | +16.4% |
| 1Y | +32.8% | -9.8% | +42.6% | +35.3% |
| All | +26.9% | -75.6% | +102.5% | +7.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling