+11.5%
BAC vs PLTD
-76.4%
+87.9%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.2% | +2.5% | -1.0% |
| 7D | -1.2% | +13.7% | -14.9% | +0.2% |
| 30D | -7.7% | +18.4% | -26.1% | -5.8% |
| 3M | -21.2% | -7.5% | -13.7% | -21.5% |
| 6M | -6.8% | -31.3% | +24.5% | -9.4% |
| YTD | -8.7% | -15.4% | +6.7% | -7.9% |
| 1Y | -5.3% | -18.4% | +13.1% | -4.7% |
| All | +11.5% | -76.4% | +87.9% | -4.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling