+87.7%
W vs PLTD
-77.3%
+165.0%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.3% | -1.8% | +1.6% |
| 7D | +6.5% | +4.5% | +2.0% | +8.8% |
| 30D | -6.2% | -0.7% | -5.5% | -6.2% |
| 3M | +48.9% | -31.0% | +79.9% | +33.9% |
| 6M | +31.2% | -24.8% | +56.0% | +24.6% |
| YTD | -0.4% | -18.6% | +18.1% | -1.2% |
| 1Y | +14.8% | -31.8% | +46.6% | +7.5% |
| All | +87.7% | -77.3% | +165.0% | +26.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling