+69.3%
W vs PLTD
-31.2%
+100.5%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.2% | +1.7% | -3.3% |
| 7D | -3.6% | +13.7% | -17.3% | +4.3% |
| 30D | +7.0% | +18.4% | -11.5% | +19.2% |
| 3M | +7.4% | -7.5% | +14.8% | +3.0% |
| 6M | +69.3% | -31.3% | +100.6% | +45.3% |
| All | +69.3% | -31.2% | +100.5% | +45.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling