-16.5%
PLTD vs INDA
-7.3%
-9.2%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.7% | -0.3% | +3.6% |
| 7D | +14.4% | +6.9% | +7.5% | +18.1% |
| 30D | +8.6% | +7.4% | +1.2% | +12.5% |
| 3M | -9.2% | -1.0% | -8.2% | -10.5% |
| 6M | -29.5% | +2.9% | -32.4% | -28.6% |
| YTD | -20.2% | -7.4% | -12.8% | -23.8% |
| 1Y | -16.5% | -7.4% | -9.1% | -19.6% |
| All | -16.5% | -7.3% | -9.2% | -19.6% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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