-76.9%
PLTD vs CHD
-8.6%
-68.3%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.4% | +1.8% | +0.7% |
| 7D | -0.9% | -4.2% | +3.2% | 0.0% |
| 30D | +1.3% | -7.6% | +8.9% | +3.1% |
| 3M | -32.9% | -1.6% | -31.3% | -33.3% |
| 6M | -24.9% | -6.3% | -18.6% | -24.3% |
| YTD | -18.2% | +14.6% | -32.8% | -22.7% |
| 1Y | -28.7% | +1.6% | -30.3% | -29.4% |
| All | -76.9% | -8.6% | -68.3% | -76.0% |
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