-77.5%
PLTD vs M
+51.7%
-129.2%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | M | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +2.6% | +2.1% | +5.2% |
| 7D | +5.9% | +4.7% | +1.2% | +7.0% |
| 30D | -11.6% | -9.6% | -2.0% | -13.6% |
| 3M | -29.9% | +0.9% | -30.8% | -29.4% |
| 6M | -28.5% | +22.3% | -50.8% | -24.3% |
| YTD | -20.4% | +6.5% | -26.9% | -18.6% |
| 1Y | -33.3% | +38.8% | -72.0% | -25.2% |
| All | -77.5% | +51.7% | -129.2% | -72.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling