-76.9%
PLTD vs AHR
+100.9%
-177.8%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.5% | +1.9% | 0.0% |
| 7D | -0.9% | -4.3% | +3.4% | -2.1% |
| 30D | +1.3% | -3.1% | +4.4% | +0.6% |
| 3M | -32.9% | +15.7% | -48.5% | -29.6% |
| 6M | -24.9% | +4.1% | -29.0% | -24.9% |
| YTD | -18.2% | +15.4% | -33.7% | -13.2% |
| 1Y | -28.7% | +28.0% | -56.7% | -18.5% |
| All | -76.9% | +100.9% | -177.8% | -61.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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