-77.0%
PLTD vs BTG
+102.5%
-179.6%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -2.9% | +5.2% | +1.6% |
| 7D | +4.5% | +4.8% | -0.3% | +5.8% |
| 30D | -0.7% | +8.3% | -9.1% | +1.5% |
| 3M | -31.0% | +32.3% | -63.3% | -24.9% |
| 6M | -24.8% | +3.0% | -27.8% | -21.4% |
| YTD | -18.6% | +21.9% | -40.5% | -10.0% |
| 1Y | -31.8% | +28.2% | -60.0% | -21.2% |
| All | -77.0% | +102.5% | -179.6% | -64.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling