-77.0%
PLTD vs BR
-25.9%
-51.1%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -2.5% | +4.8% | +0.4% |
| 7D | +4.5% | -5.9% | +10.5% | +0.1% |
| 30D | -0.7% | +1.9% | -2.6% | +1.2% |
| 3M | -31.0% | +14.7% | -45.7% | -21.6% |
| 6M | -24.8% | -12.8% | -12.1% | -26.2% |
| YTD | -18.6% | -23.0% | +4.5% | -29.2% |
| 1Y | -31.8% | -31.7% | -0.1% | -48.2% |
| All | -77.0% | -25.9% | -51.1% | -79.2% |
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