-77.0%
PLTD vs INDA
-10.8%
-66.2%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.6% | +4.0% | +0.8% |
| 7D | +4.5% | -1.0% | +5.5% | +3.6% |
| 30D | -0.7% | -2.5% | +1.8% | -3.1% |
| 3M | -31.0% | +4.0% | -35.0% | -28.3% |
| 6M | -24.8% | -1.8% | -23.0% | -25.5% |
| YTD | -18.6% | -9.2% | -9.4% | -26.3% |
| 1Y | -31.8% | -7.2% | -24.6% | -36.3% |
| All | -77.0% | -10.8% | -66.2% | -77.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling