-77.0%
PLTD vs BNS
+77.9%
-154.9%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.0% | +3.4% | +1.7% |
| 7D | +4.5% | +1.8% | +2.7% | +5.5% |
| 30D | -0.7% | +4.5% | -5.2% | +1.5% |
| 3M | -31.0% | +15.8% | -46.8% | -23.5% |
| 6M | -24.8% | +31.5% | -56.3% | -5.1% |
| YTD | -18.6% | +28.6% | -47.2% | +0.6% |
| 1Y | -31.8% | +48.2% | -80.0% | +0.1% |
| All | -77.0% | +77.9% | -154.9% | -49.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling