-77.8%
PLTD vs CAPR
-21.0%
-56.8%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +13.9% | -15.7% | -1.6% |
| 7D | -1.6% | +25.8% | -27.3% | -1.3% |
| 30D | +18.5% | +50.2% | -31.7% | +19.1% |
| 3M | -2.4% | +185.5% | -187.9% | -0.9% |
| 6M | -34.6% | -64.8% | +30.2% | -35.1% |
| YTD | -21.4% | -61.1% | +39.7% | -21.7% |
| 1Y | -16.8% | +81.0% | -97.7% | -12.2% |
| All | -77.8% | -21.0% | -56.8% | -75.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 CAPR 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