-76.6%
PLTD vs NTRS
+86.6%
-163.1%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.1% | -1.8% | 0.0% |
| 7D | +4.2% | +1.4% | +2.9% | +5.2% |
| 30D | +0.7% | -0.7% | +1.4% | +0.4% |
| 3M | -32.4% | +11.3% | -43.7% | -27.1% |
| 6M | -26.2% | +35.5% | -61.7% | -7.5% |
| YTD | -17.0% | +40.6% | -57.6% | +8.3% |
| 1Y | -26.7% | +49.2% | -75.9% | +1.8% |
| All | -76.6% | +86.6% | -163.1% | -51.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NTRS.
Daily Out/Under-Performance
Portfolio return minus NTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTRS 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 NTRS 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