-77.5%
PLTD vs BB
+179.0%
-256.5%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | 0.0% | +4.6% | +4.6% |
| 7D | +5.9% | -5.6% | +11.6% | +4.2% |
| 30D | -11.6% | -11.8% | +0.2% | -14.4% |
| 3M | -29.9% | -25.5% | -4.4% | -34.5% |
| 6M | -28.5% | +121.3% | -149.8% | +4.2% |
| YTD | -20.4% | +103.2% | -123.6% | +12.0% |
| 1Y | -33.3% | +102.6% | -135.9% | -4.1% |
| All | -77.5% | +179.0% | -256.5% | -63.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling