-76.9%
PLTD vs JAAA
+8.9%
-85.8%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.6% |
| 7D | -0.9% | +0.1% | -1.0% | 0.0% |
| 30D | +1.3% | +0.5% | +0.9% | +6.1% |
| 3M | -32.9% | +1.2% | -34.1% | -23.7% |
| 6M | -24.9% | +2.7% | -27.6% | -0.8% |
| YTD | -18.2% | +3.2% | -21.4% | +13.1% |
| 1Y | -28.7% | +4.8% | -33.5% | +16.1% |
| All | -76.9% | +8.9% | -85.8% | -42.0% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 JAAA 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