-76.9%
PLTD vs BOXX
+7.4%
-84.4%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BOXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | -0.9% | +0.1% | -1.0% | +0.3% |
| 30D | +1.3% | +0.3% | +1.0% | +7.8% |
| 3M | -32.9% | +1.0% | -33.8% | -16.5% |
| 6M | -24.9% | +1.9% | -26.8% | +19.5% |
| YTD | -18.2% | +2.6% | -20.9% | +54.4% |
| 1Y | -28.7% | +4.0% | -32.7% | +86.6% |
| All | -76.9% | +7.4% | -84.4% | +51.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BOXX.
Daily Out/Under-Performance
Portfolio return minus BOXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BOXX 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 BOXX 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