+9.4%
HYG vs PLTD
-76.9%
+86.2%
-4.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.7% | 0.0% |
| 7D | -0.7% | +4.2% | -5.0% | -0.6% |
| 30D | -0.7% | +0.7% | -1.5% | -0.7% |
| 3M | -0.2% | -32.4% | +32.2% | -1.1% |
| 6M | +1.4% | -26.2% | +27.6% | +1.0% |
| YTD | +1.5% | -17.0% | +18.5% | +1.5% |
| 1Y | +2.9% | -26.7% | +29.6% | +2.6% |
| All | +9.4% | -76.9% | +86.2% | +4.4% |
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