-55.3%
NOW vs PLTD
-78.1%
+22.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.7% | +1.7% | -0.6% |
| 7D | -5.6% | -1.6% | -4.0% | -5.7% |
| 30D | -26.8% | +18.5% | -45.2% | -21.7% |
| 3M | -19.4% | -2.4% | -17.0% | -18.5% |
| 6M | +12.3% | -34.6% | +46.9% | +4.7% |
| YTD | -32.9% | -21.4% | -11.5% | -32.8% |
| 1Y | -40.3% | -16.8% | -23.5% | -39.1% |
| All | -55.3% | -78.1% | +22.8% | -67.0% |
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