-77.5%
PLTD vs BUD
+54.9%
-132.4%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.2% | +4.5% | +4.6% |
| 7D | +5.9% | +0.3% | +5.7% | +5.9% |
| 30D | -11.6% | -5.7% | -5.9% | -11.2% |
| 3M | -29.9% | +3.1% | -33.1% | -29.9% |
| 6M | -28.5% | +7.9% | -36.4% | -28.1% |
| YTD | -20.4% | +27.3% | -47.7% | -16.3% |
| 1Y | -33.3% | +37.8% | -71.1% | -28.1% |
| All | -77.5% | +54.9% | -132.4% | -73.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling