-77.8%
PLTD vs BNS
+80.4%
-158.2%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.7% | -2.7% | -1.5% |
| 7D | -1.6% | -3.2% | +1.7% | -3.0% |
| 30D | +18.5% | +5.1% | +13.4% | +21.8% |
| 3M | -2.4% | +6.0% | -8.4% | +0.8% |
| 6M | -34.6% | +23.4% | -57.9% | -23.3% |
| YTD | -21.4% | +30.4% | -51.9% | -2.0% |
| 1Y | -16.8% | +44.0% | -60.7% | +17.0% |
| All | -77.8% | +80.4% | -158.2% | -51.1% |
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 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