-77.3%
PLTD vs BNS
+78.9%
-156.1%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.1% | +2.3% | +2.1% |
| 7D | -4.8% | +0.9% | -5.7% | -4.2% |
| 30D | +16.9% | +2.8% | +14.1% | +18.7% |
| 3M | +2.6% | +3.0% | -0.4% | +4.1% |
| 6M | -36.2% | +23.3% | -59.5% | -25.1% |
| YTD | -19.4% | +29.3% | -48.8% | 0.0% |
| 1Y | -22.5% | +41.7% | -64.2% | +7.5% |
| All | -77.3% | +78.9% | -156.1% | -50.1% |
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