-77.7%
PLTD vs BG
+23.9%
-101.7%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.4% |
| 7D | -9.8% | +1.5% | -11.2% | -9.8% |
| 30D | +18.9% | -7.0% | +26.0% | +18.9% |
| 3M | -4.2% | -10.0% | +5.7% | -4.0% |
| 6M | -34.8% | -19.8% | -15.0% | -35.0% |
| YTD | -21.1% | +14.3% | -35.4% | -19.2% |
| 1Y | -19.3% | +6.5% | -25.7% | -17.9% |
| All | -77.7% | +23.9% | -101.7% | -76.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling