-18.4%
PLTD vs BAH
+2.0%
-20.4%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -4.4% | +1.3% | -4.3% |
| 7D | +13.7% | -3.5% | +17.3% | +12.7% |
| 30D | +18.4% | +24.3% | -5.8% | +26.6% |
| 3M | -7.5% | +16.3% | -23.8% | -2.6% |
| 6M | -31.3% | +13.6% | -44.9% | -26.9% |
| YTD | -15.4% | +3.5% | -18.9% | -10.9% |
| 1Y | -18.4% | +2.7% | -21.1% | -12.2% |
| All | -18.4% | +2.0% | -20.4% | -12.2% |
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