+2.8%
BA vs PLTD
-77.7%
+80.5%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -5.5% | +4.9% | -1.5% |
| 7D | -1.7% | +4.2% | -6.0% | -0.9% |
| 30D | -9.5% | +20.8% | -30.3% | -6.3% |
| 3M | -26.5% | -2.6% | -23.9% | -26.4% |
| 6M | -27.4% | -33.1% | +5.7% | -30.6% |
| YTD | -20.6% | -20.0% | -0.6% | -20.4% |
| 1Y | -11.4% | -21.6% | +10.2% | -11.3% |
| All | +2.8% | -77.7% | +80.5% | -16.8% |
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