-76.1%
PLTD vs BUD
+61.8%
-137.9%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.5% | -1.7% | -3.1% |
| 7D | +13.7% | +4.5% | +9.3% | +13.4% |
| 30D | +18.4% | +12.5% | +5.9% | +17.8% |
| 3M | -7.5% | 0.0% | -7.5% | -7.3% |
| 6M | -31.3% | +3.8% | -35.1% | -31.3% |
| YTD | -15.4% | +33.1% | -48.4% | -11.3% |
| 1Y | -18.4% | +35.5% | -53.9% | -13.9% |
| All | -76.1% | +61.8% | -137.9% | -71.8% |
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