+111.5%
BNY vs PLTD
-77.2%
+188.7%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.6% | -0.2% |
| 7D | +0.3% | -0.9% | +1.2% | +0.2% |
| 30D | +1.9% | +1.3% | +0.6% | +2.1% |
| 3M | +13.9% | -32.9% | +46.8% | +10.3% |
| 6M | +42.3% | -24.9% | +67.2% | +40.6% |
| YTD | +41.8% | -18.2% | +60.1% | +42.2% |
| 1Y | +57.9% | -28.7% | +86.7% | +55.9% |
| All | +111.5% | -77.2% | +188.7% | +80.2% |
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