-77.7%
PLTD vs CHD
+7.3%
-85.0%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.5% |
| 7D | -9.8% | +0.4% | -10.1% | -9.8% |
| 30D | +18.9% | +11.6% | +7.3% | +15.9% |
| 3M | -4.2% | +10.7% | -14.9% | -6.5% |
| 6M | -34.8% | +20.2% | -55.1% | -38.6% |
| YTD | -21.1% | +34.5% | -55.6% | -28.1% |
| 1Y | -19.3% | +32.6% | -51.8% | -26.1% |
| All | -77.7% | +7.3% | -85.0% | -77.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 10y: compounded portfolio wealth divided by compounded CHD 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…
10y analysis · Full analysis span regression · 6 months rolling