-77.8%
PLTD vs BUD
+62.0%
-139.9%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.3% | +0.4% | -1.7% |
| 7D | -1.6% | +0.5% | -2.0% | -1.6% |
| 30D | +18.5% | +7.4% | +11.1% | +18.0% |
| 3M | -2.4% | +4.3% | -6.7% | -2.6% |
| 6M | -34.6% | +5.3% | -39.9% | -34.6% |
| YTD | -21.4% | +33.2% | -54.7% | -17.6% |
| 1Y | -16.8% | +31.8% | -48.5% | -13.0% |
| All | -77.8% | +62.0% | -139.9% | -73.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 3y: compounded portfolio wealth divided by compounded BUD 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…
3y analysis · Full analysis span regression · 6 months rolling