-77.5%
PLTD vs EXEL
+66.9%
-144.4%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.2% | +4.8% | +4.6% |
| 7D | +5.9% | +8.4% | -2.4% | +7.5% |
| 30D | -11.6% | +4.1% | -15.7% | -10.8% |
| 3M | -29.9% | +12.4% | -42.4% | -28.1% |
| 6M | -28.5% | +41.5% | -70.1% | -22.9% |
| YTD | -20.4% | +34.6% | -55.0% | -14.9% |
| 1Y | -33.3% | +57.9% | -91.1% | -25.7% |
| All | -77.5% | +66.9% | -144.4% | -73.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling