-35.7%
BROS vs PLTD
-76.4%
+40.7%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.2% | +0.9% | -3.1% |
| 7D | -21.2% | +13.7% | -35.0% | -18.1% |
| 30D | -11.6% | +18.4% | -30.0% | -7.1% |
| 3M | -36.7% | -7.5% | -29.2% | -37.3% |
| 6M | -42.8% | -31.3% | -11.5% | -46.4% |
| YTD | -44.8% | -15.4% | -29.4% | -43.8% |
| 1Y | -36.5% | -18.4% | -18.1% | -35.6% |
| All | -35.7% | -76.4% | +40.7% | -52.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling