-8.0%
BA vs PLTD
-33.9%
+25.9%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.6% | -3.8% | +1.3% |
| 7D | +1.2% | +5.9% | -4.8% | +1.8% |
| 30D | -11.6% | -11.6% | 0.0% | -12.6% |
| 3M | -2.4% | -29.9% | +27.6% | -4.8% |
| 6M | -6.6% | -28.5% | +21.9% | -8.2% |
| YTD | -2.2% | -20.4% | +18.2% | -2.2% |
| 1Y | -8.0% | -33.3% | +25.2% | -8.2% |
| All | -8.0% | -33.9% | +25.9% | -8.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling