+36.3%
V vs PLTD
-76.4%
+112.7%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.2% | +3.2% | -0.2% |
| 7D | +2.2% | +13.7% | -11.6% | +3.3% |
| 30D | +13.6% | +18.4% | -4.9% | +15.2% |
| 3M | +14.3% | -7.5% | +21.8% | +13.8% |
| 6M | +33.1% | -31.3% | +64.4% | +30.3% |
| YTD | +21.2% | -15.4% | +36.6% | +21.6% |
| 1Y | +26.4% | -18.4% | +44.9% | +26.6% |
| All | +36.3% | -76.4% | +112.7% | +19.3% |
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 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