-76.1%
PLTD vs M
+53.2%
-129.3%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | M | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -4.6% | +1.4% | -4.2% |
| 7D | +13.7% | -4.3% | +18.0% | +12.7% |
| 30D | +18.4% | +1.3% | +17.2% | +18.9% |
| 3M | -7.5% | -7.4% | -0.1% | -8.8% |
| 6M | -31.3% | +18.3% | -49.6% | -27.7% |
| YTD | -15.4% | +7.6% | -23.0% | -13.0% |
| 1Y | -18.4% | +17.4% | -35.8% | -13.4% |
| All | -76.1% | +53.2% | -129.3% | -70.1% |
Cumulative growth
Daily Returns
Daily percentage return beside M.
Daily Out/Under-Performance
Portfolio return minus M return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × M 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 3y: compounded portfolio wealth divided by compounded M 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…
3y analysis · Full analysis span regression · 6 months rolling