-31.8%
PLTD vs EXEL
+52.8%
-84.6%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -2.3% | +4.6% | +2.1% |
| 7D | +4.5% | +1.4% | +3.2% | +4.7% |
| 30D | -0.7% | +6.7% | -7.4% | 0.0% |
| 3M | -31.0% | +11.5% | -42.5% | -30.1% |
| 6M | -24.8% | +38.8% | -63.6% | -21.3% |
| YTD | -18.6% | +31.6% | -50.1% | -15.2% |
| 1Y | -31.8% | +53.0% | -84.8% | -27.0% |
| All | -31.8% | +52.8% | -84.6% | -27.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 1y: compounded portfolio wealth divided by compounded EXEL 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…
1y analysis · Full analysis span regression · 6 months rolling