-76.9%
PLTD vs BTG
+105.9%
-182.8%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.7% | -1.3% | +0.8% |
| 7D | -0.9% | +2.4% | -3.3% | -0.2% |
| 30D | +1.3% | +9.5% | -8.2% | +3.8% |
| 3M | -32.9% | +38.5% | -71.4% | -26.1% |
| 6M | -24.9% | +5.6% | -30.5% | -21.0% |
| YTD | -18.2% | +23.9% | -42.2% | -9.3% |
| 1Y | -28.7% | +32.1% | -60.8% | -17.0% |
| All | -76.9% | +105.9% | -182.8% | -64.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling