-16.5%
PLTD vs BB
+88.0%
-104.5%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +7.0% | -4.6% | +3.5% |
| 7D | +14.4% | -6.8% | +21.3% | +13.3% |
| 30D | +8.6% | -3.5% | +12.2% | +8.8% |
| 3M | -9.2% | -1.2% | -8.0% | -8.1% |
| 6M | -29.5% | +57.0% | -86.5% | -23.7% |
| YTD | -20.2% | +131.1% | -151.3% | -6.0% |
| 1Y | -16.5% | +87.6% | -104.1% | -9.7% |
| All | -16.5% | +88.0% | -104.5% | -9.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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