+41.4%
BAC vs PLTD
-77.8%
+119.2%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.6% | -4.7% | +0.4% |
| 7D | +1.1% | +5.9% | -4.8% | +1.8% |
| 30D | -0.4% | -11.6% | +11.2% | -1.6% |
| 3M | +16.9% | -29.9% | +46.8% | +13.8% |
| 6M | +26.6% | -28.5% | +55.1% | +24.1% |
| YTD | +15.8% | -20.4% | +36.2% | +15.7% |
| 1Y | +27.2% | -33.3% | +60.4% | +24.0% |
| All | +41.4% | -77.8% | +119.2% | +20.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling