+43.9%
BNY vs PLTD
-16.1%
+60.0%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.4% | -0.1% | +2.4% |
| 7D | +2.8% | +14.4% | -11.7% | +3.4% |
| 30D | +6.7% | +8.6% | -1.9% | +7.1% |
| 3M | -2.2% | -9.2% | +7.0% | -2.5% |
| 6M | +16.8% | -29.5% | +46.3% | +16.2% |
| YTD | +33.9% | -20.2% | +54.1% | +35.3% |
| 1Y | +43.9% | -16.5% | +60.4% | +47.1% |
| All | +43.9% | -16.1% | +60.0% | +47.1% |
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