-77.0%
PLTD vs BB
+185.1%
-262.2%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.2% | +0.1% | +3.0% |
| 7D | +4.5% | +0.5% | +4.0% | +4.8% |
| 30D | -0.7% | -12.4% | +11.6% | -4.1% |
| 3M | -31.0% | -15.3% | -15.8% | -32.7% |
| 6M | -24.8% | +128.8% | -153.6% | +10.9% |
| YTD | -18.6% | +107.7% | -126.2% | +15.4% |
| 1Y | -31.8% | +103.9% | -135.7% | -2.1% |
| All | -77.0% | +185.1% | -262.2% | -62.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling