-76.4%
PLTD vs BR
-26.1%
-50.3%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.1% | +2.2% | +2.3% |
| 7D | +9.9% | -6.0% | +15.9% | +5.0% |
| 30D | +3.8% | -0.9% | +4.7% | +3.6% |
| 3M | -32.3% | +16.4% | -48.7% | -22.4% |
| 6M | -25.9% | -8.2% | -17.7% | -25.0% |
| YTD | -16.4% | -23.2% | +6.8% | -27.5% |
| 1Y | -25.2% | -30.9% | +5.8% | -42.3% |
| All | -76.4% | -26.1% | -50.3% | -78.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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