-76.9%
PLTD vs INDA
-11.6%
-65.4%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.2% | -0.4% |
| 7D | -0.9% | -2.6% | +1.7% | -3.2% |
| 30D | +1.3% | -2.9% | +4.3% | -1.4% |
| 3M | -32.9% | +2.4% | -35.3% | -31.2% |
| 6M | -24.9% | -2.6% | -22.3% | -26.1% |
| YTD | -18.2% | -10.0% | -8.3% | -26.6% |
| 1Y | -28.7% | -7.7% | -21.0% | -33.6% |
| All | -76.9% | -11.6% | -65.4% | -77.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling