-77.3%
PLTD vs BTG
+83.1%
-160.4%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.0% | +3.2% | +1.9% |
| 7D | -4.8% | -9.1% | +4.3% | -6.6% |
| 30D | +16.9% | -1.6% | +18.5% | +16.8% |
| 3M | +2.6% | -2.8% | +5.4% | +2.9% |
| 6M | -36.2% | -7.6% | -28.6% | -35.2% |
| YTD | -19.4% | +10.2% | -29.7% | -12.6% |
| 1Y | -22.5% | +21.3% | -43.8% | -13.4% |
| All | -77.3% | +83.1% | -160.4% | -65.3% |
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