-76.9%
PLTD vs BG
+53.1%
-130.0%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.4% |
| 7D | -0.9% | +0.5% | -1.5% | -0.9% |
| 30D | +1.3% | +10.3% | -9.0% | +1.8% |
| 3M | -32.9% | -1.9% | -31.0% | -32.9% |
| 6M | -24.9% | +5.2% | -30.1% | -24.4% |
| YTD | -18.2% | +41.2% | -59.4% | -16.0% |
| 1Y | -28.7% | +50.5% | -79.2% | -26.0% |
| All | -76.9% | +53.1% | -130.0% | -75.2% |
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