-77.5%
PLTD vs MKTX
-29.1%
-48.4%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | 0.0% | +4.6% | +4.6% |
| 7D | +5.9% | +0.4% | +5.5% | +5.9% |
| 30D | -11.6% | +1.1% | -12.7% | -11.7% |
| 3M | -29.9% | +36.1% | -66.0% | -32.6% |
| 6M | -28.5% | -12.9% | -15.7% | -21.3% |
| YTD | -20.4% | -8.5% | -11.9% | -14.1% |
| 1Y | -33.3% | -7.5% | -25.7% | -28.5% |
| All | -77.5% | -29.1% | -48.4% | -78.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling