-26.7%
PLTD vs BTG
+25.2%
-51.9%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.4% | -1.1% | -0.6% |
| 7D | +4.2% | -3.8% | +8.0% | +3.4% |
| 30D | +0.7% | +3.6% | -2.9% | +1.9% |
| 3M | -32.4% | +32.0% | -64.4% | -26.6% |
| 6M | -26.2% | +3.4% | -29.6% | -22.3% |
| YTD | -17.0% | +20.8% | -37.8% | -8.1% |
| 1Y | -26.7% | +22.4% | -49.1% | -13.1% |
| All | -26.7% | +25.2% | -51.9% | -13.1% |
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