-76.4%
PLTD vs MKTX
-29.2%
-47.2%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.1% | +2.4% | +2.3% |
| 7D | +9.9% | -0.2% | +10.1% | +9.9% |
| 30D | +3.8% | +0.8% | +3.0% | +3.7% |
| 3M | -32.3% | +41.1% | -73.4% | -35.4% |
| 6M | -25.9% | -9.5% | -16.3% | -19.5% |
| YTD | -16.4% | -8.7% | -7.7% | -9.8% |
| 1Y | -25.2% | -10.0% | -15.2% | -18.9% |
| All | -76.4% | -29.2% | -47.2% | -77.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling