-77.0%
PLTD vs BAH
-43.5%
-33.5%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.9% | +3.3% | +2.0% |
| 7D | +4.5% | -4.3% | +8.9% | +3.3% |
| 30D | -0.7% | -4.5% | +3.7% | -1.8% |
| 3M | -31.0% | -7.6% | -23.4% | -31.4% |
| 6M | -24.8% | -10.6% | -14.2% | -25.4% |
| YTD | -18.6% | -12.6% | -6.0% | -19.0% |
| 1Y | -31.8% | -27.0% | -4.8% | -35.1% |
| All | -77.0% | -43.5% | -33.5% | -78.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded BAH 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling