-33.3%
PLTD vs BTG
+38.4%
-71.6%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -1.4% | +6.1% | +4.3% |
| 7D | +5.9% | -0.9% | +6.8% | +5.9% |
| 30D | -11.6% | +36.8% | -48.4% | -3.6% |
| 3M | -29.9% | +23.1% | -53.0% | -24.9% |
| 6M | -28.5% | +3.5% | -32.0% | -24.7% |
| YTD | -20.4% | +25.5% | -45.9% | -11.4% |
| 1Y | -33.3% | +40.1% | -73.4% | -23.4% |
| All | -33.3% | +38.4% | -71.6% | -23.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 1y: compounded portfolio wealth divided by compounded BTG 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…
1y analysis · Full analysis span regression · 6 months rolling