-76.1%
PLTD vs ALLY
+6.3%
-82.5%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.7% | -1.5% | -4.2% |
| 7D | +13.7% | +0.9% | +12.8% | +14.4% |
| 30D | +18.4% | +3.1% | +15.4% | +20.9% |
| 3M | -7.5% | -12.6% | +5.1% | -14.7% |
| 6M | -31.3% | -12.4% | -18.9% | -36.0% |
| YTD | -15.4% | -13.2% | -2.2% | -21.5% |
| 1Y | -18.4% | +1.8% | -20.2% | -13.7% |
| All | -76.1% | +6.3% | -82.5% | -68.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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