-8.6%
PATH vs PLTD
-75.6%
+67.1%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +9.5% | -13.2% | 0.0% |
| 7D | -5.6% | +25.1% | -30.6% | +3.3% |
| 30D | -0.7% | +21.0% | -21.7% | +7.8% |
| 3M | -5.9% | -2.9% | -2.9% | -4.2% |
| 6M | +21.6% | -27.8% | +49.4% | +16.5% |
| YTD | -20.6% | -12.6% | -8.0% | -16.8% |
| 1Y | -10.6% | -9.8% | -0.7% | -4.7% |
| All | -8.6% | -75.6% | +67.1% | -30.1% |
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