-38.5%
NOW vs PLTD
-77.8%
+39.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +4.6% | -7.6% | -1.4% |
| 7D | -2.4% | +5.9% | -8.3% | 0.0% |
| 30D | +20.5% | -11.6% | +32.1% | +17.1% |
| 3M | +18.3% | -29.9% | +48.3% | +9.9% |
| 6M | +24.1% | -28.5% | +52.6% | +19.0% |
| YTD | -7.8% | -20.4% | +12.6% | -8.3% |
| 1Y | -21.4% | -33.3% | +11.9% | -24.8% |
| All | -38.5% | -77.8% | +39.3% | -54.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling