-49.7%
NKE vs PLTD
-77.2%
+27.5%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.4% | -2.3% | -2.0% |
| 7D | -2.3% | -0.9% | -1.4% | -2.3% |
| 30D | -10.4% | +1.3% | -11.7% | -10.3% |
| 3M | -15.5% | -32.9% | +17.4% | -16.4% |
| 6M | -32.6% | -24.9% | -7.7% | -33.0% |
| YTD | -39.8% | -18.2% | -21.6% | -40.0% |
| 1Y | -47.6% | -28.7% | -18.9% | -48.0% |
| All | -49.7% | -77.2% | +27.5% | -53.6% |
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