-77.5%
PLTD vs BAH
-43.0%
-34.5%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -1.5% | +6.1% | +4.2% |
| 7D | +5.9% | -3.2% | +9.2% | +5.0% |
| 30D | -11.6% | +2.0% | -13.6% | -10.9% |
| 3M | -29.9% | -7.6% | -22.3% | -30.3% |
| 6M | -28.5% | -5.7% | -22.9% | -28.2% |
| YTD | -20.4% | -11.7% | -8.7% | -20.6% |
| 1Y | -33.3% | -27.4% | -5.9% | -36.6% |
| All | -77.5% | -43.0% | -34.5% | -78.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling