-2.8%
BLK vs PLTD
-25.5%
+22.7%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.7% | +2.4% | +1.6% |
| 7D | -3.3% | +4.2% | -7.6% | -3.1% |
| 30D | -6.5% | +0.7% | -7.3% | -6.4% |
| 3M | +6.7% | -32.4% | +39.1% | +5.5% |
| 6M | +14.7% | -26.2% | +40.9% | +14.1% |
| YTD | +2.5% | -17.0% | +19.5% | +2.5% |
| 1Y | -2.8% | -26.7% | +23.9% | -3.2% |
| All | -2.8% | -25.5% | +22.7% | -3.2% |
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