-14.0%
PLTD vs BAH
+2.1%
-16.1%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +1.6% | -7.1% | -5.1% |
| 7D | +4.2% | -1.5% | +5.7% | +3.9% |
| 30D | +20.8% | +17.3% | +3.6% | +26.7% |
| 3M | -2.6% | +14.9% | -17.4% | +2.0% |
| 6M | -33.1% | +14.2% | -47.3% | -28.6% |
| YTD | -20.0% | +5.1% | -25.2% | -15.2% |
| All | -14.0% | +2.1% | -16.1% | -7.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling