-26.7%
PLTD vs BG
+53.0%
-79.6%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.7% | +1.0% | -0.6% |
| 7D | +4.2% | +3.1% | +1.1% | +4.0% |
| 30D | +0.7% | +10.2% | -9.5% | +0.3% |
| 3M | -32.4% | -1.7% | -30.7% | -32.1% |
| 6M | -26.2% | +1.0% | -27.2% | -26.0% |
| YTD | -17.0% | +39.9% | -56.9% | -20.8% |
| 1Y | -26.7% | +53.2% | -79.9% | -30.3% |
| All | -26.7% | +53.0% | -79.6% | -30.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BG.
Daily Out/Under-Performance
Portfolio return minus BG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BG 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 BG 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