-40.7%
BTDR vs PLTD
-77.3%
+36.6%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.3% | 0.0% | +3.4% |
| 7D | +22.4% | +4.5% | +17.9% | +25.3% |
| 30D | +16.5% | -0.7% | +17.2% | +16.5% |
| 3M | -31.5% | -31.0% | -0.4% | -40.3% |
| 6M | +74.0% | -24.8% | +98.9% | +63.3% |
| YTD | +13.0% | -18.6% | +31.6% | +13.4% |
| 1Y | -0.2% | -31.8% | +31.6% | -7.3% |
| All | -40.7% | -77.3% | +36.6% | -71.5% |
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