-77.8%
PLTD vs BR
-15.3%
-62.6%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.3% | -2.0% | -1.6% |
| 7D | -1.6% | +1.9% | -3.4% | -0.5% |
| 30D | +18.5% | +15.9% | +2.6% | +31.0% |
| 3M | -2.4% | +13.7% | -16.1% | +7.1% |
| 6M | -34.6% | +31.0% | -65.6% | -18.0% |
| YTD | -21.4% | -12.0% | -9.5% | -25.1% |
| 1Y | -16.8% | -11.5% | -5.3% | -20.2% |
| All | -77.8% | -15.3% | -62.6% | -77.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling