+9.8%
BAX vs PLTD
-33.9%
+43.7%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +4.6% | -3.6% | +1.1% |
| 7D | -1.1% | +5.9% | -7.1% | -1.0% |
| 30D | -5.5% | -11.6% | +6.2% | -5.7% |
| 3M | +33.5% | -29.9% | +63.5% | +32.6% |
| 6M | +35.9% | -28.5% | +64.4% | +34.2% |
| YTD | +35.4% | -20.4% | +55.8% | +31.3% |
| 1Y | +9.8% | -33.3% | +43.0% | +7.8% |
| All | +9.8% | -33.9% | +43.7% | +7.8% |
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 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