-77.5%
PLTD vs CAPR
-33.8%
-43.7%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.3% | +3.4% | +4.7% |
| 7D | +5.9% | -2.0% | +7.9% | +5.9% |
| 30D | -11.6% | +139.2% | -150.8% | -10.5% |
| 3M | -29.9% | -66.4% | +36.4% | -30.6% |
| 6M | -28.5% | -63.1% | +34.6% | -29.0% |
| YTD | -20.4% | -67.4% | +47.0% | -21.0% |
| 1Y | -33.3% | +58.2% | -91.5% | -29.2% |
| All | -77.5% | -33.8% | -43.7% | -75.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling