-76.4%
PLTD vs BNS
+77.9%
-154.3%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.8% | +1.5% | +2.7% |
| 7D | +9.9% | -2.2% | +12.1% | +8.6% |
| 30D | +3.8% | +4.5% | -0.7% | +6.2% |
| 3M | -32.3% | +14.9% | -47.2% | -25.4% |
| 6M | -25.9% | +32.5% | -58.3% | -5.6% |
| YTD | -16.4% | +28.6% | -45.0% | +3.2% |
| 1Y | -25.2% | +48.4% | -73.5% | +10.0% |
| All | -76.4% | +77.9% | -154.3% | -48.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 10y: compounded portfolio wealth divided by compounded BNS 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…
10y analysis · Full analysis span regression · 6 months rolling