-23.0%
Z vs PLTD
-28.5%
+5.5%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +2.4% | +7.0% | +9.8% |
| 7D | +10.2% | +14.4% | -4.3% | +12.6% |
| 30D | +23.7% | +8.6% | +15.0% | +25.2% |
| 3M | -6.6% | -9.2% | +2.6% | -8.1% |
| 6M | -23.0% | -29.5% | +6.5% | -29.1% |
| All | -23.0% | -28.5% | +5.5% | -29.1% |
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 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