-76.9%
PLTD vs MKTX
-29.2%
-47.8%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | -0.9% | +0.3% | -1.2% | -1.0% |
| 30D | +1.3% | +1.0% | +0.4% | +1.2% |
| 3M | -32.9% | +40.8% | -73.7% | -36.0% |
| 6M | -24.9% | -10.9% | -14.0% | -17.9% |
| YTD | -18.2% | -8.6% | -9.7% | -11.8% |
| 1Y | -28.7% | -11.6% | -17.1% | -22.2% |
| All | -76.9% | -29.2% | -47.8% | -78.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 MKTX 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