-77.3%
PLTD vs INDA
-6.5%
-70.8%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.2% | +2.4% | +2.0% |
| 7D | -4.8% | +1.1% | -5.9% | -3.9% |
| 30D | +16.9% | +9.4% | +7.5% | +25.5% |
| 3M | +2.6% | +2.9% | -0.3% | +4.3% |
| 6M | -36.2% | +7.2% | -43.5% | -32.4% |
| YTD | -19.4% | -4.8% | -14.6% | -24.6% |
| 1Y | -22.5% | -5.1% | -17.5% | -27.7% |
| All | -77.3% | -6.5% | -70.8% | -77.3% |
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