-77.5%
PLTD vs BR
-24.0%
-53.5%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -3.4% | +8.0% | +2.1% |
| 7D | +5.9% | -5.3% | +11.2% | +2.0% |
| 30D | -11.6% | +6.4% | -18.1% | -6.8% |
| 3M | -29.9% | +13.6% | -43.6% | -20.5% |
| 6M | -28.5% | -6.7% | -21.8% | -26.6% |
| YTD | -20.4% | -21.1% | +0.7% | -29.6% |
| 1Y | -33.3% | -29.6% | -3.7% | -48.0% |
| All | -77.5% | -24.0% | -53.5% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling