-8.9%
XYZ vs PLTD
-78.1%
+69.2%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.7% | -1.5% | -3.7% |
| 7D | -2.2% | -1.6% | -0.6% | -2.3% |
| 30D | +11.6% | +18.5% | -6.9% | +17.4% |
| 3M | +8.4% | -2.4% | +10.8% | +8.6% |
| 6M | +17.2% | -34.6% | +51.7% | +8.4% |
| YTD | +31.7% | -21.4% | +53.1% | +30.7% |
| 1Y | +30.1% | -16.8% | +46.8% | +31.9% |
| All | -8.9% | -78.1% | +69.2% | -34.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling