-77.8%
PLTD vs BG
+24.3%
-102.2%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.9% | -0.9% | -1.7% |
| 7D | -1.6% | +3.4% | -4.9% | -1.6% |
| 30D | +18.5% | -3.8% | +22.2% | +18.4% |
| 3M | -2.4% | -9.6% | +7.1% | -2.2% |
| 6M | -34.6% | -19.5% | -15.1% | -34.8% |
| YTD | -21.4% | +14.6% | -36.1% | -19.5% |
| 1Y | -16.8% | +6.6% | -23.4% | -15.4% |
| All | -77.8% | +24.3% | -102.2% | -76.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling