+9.4%
HYG vs PLTD
-76.7%
+86.1%
-4.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.3% | -2.7% | -0.4% |
| 7D | -0.7% | +9.9% | -10.6% | -0.5% |
| 30D | -0.6% | +3.8% | -4.4% | -0.4% |
| 3M | +0.4% | -32.3% | +32.7% | -0.4% |
| 6M | +1.2% | -25.9% | +27.1% | +0.8% |
| YTD | +1.5% | -16.4% | +17.9% | +1.6% |
| 1Y | +3.2% | -25.2% | +28.3% | +3.0% |
| All | +9.4% | -76.7% | +86.1% | +4.5% |
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