+111.7%
BNY vs PLTD
-76.9%
+188.6%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.8% | 0.0% |
| 7D | -1.3% | +4.2% | -5.6% | -0.9% |
| 30D | -0.2% | +0.7% | -0.9% | 0.0% |
| 3M | +14.9% | -32.4% | +47.3% | +11.4% |
| 6M | +40.0% | -26.2% | +66.2% | +37.9% |
| YTD | +42.0% | -17.0% | +59.0% | +42.5% |
| 1Y | +56.9% | -26.7% | +83.5% | +55.4% |
| All | +111.7% | -76.9% | +188.6% | +80.6% |
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