-67.1%
BTDR vs PLTD
-78.1%
+11.0%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -1.7% | +8.1% | +5.5% |
| 7D | +7.7% | -1.6% | +9.2% | +8.5% |
| 30D | -24.1% | +18.5% | -42.5% | -15.3% |
| 3M | -19.1% | -2.4% | -16.7% | -16.9% |
| 6M | -46.6% | -34.6% | -12.0% | -52.8% |
| YTD | -37.3% | -21.4% | -15.9% | -36.1% |
| 1Y | -53.2% | -16.8% | -36.4% | -49.6% |
| All | -67.1% | -78.1% | +11.0% | -83.9% |
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