-9.8%
PLTD vs OUST
-1.5%
-8.3%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OUST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | -9.0% | +18.5% | +8.1% |
| 7D | +25.1% | -5.0% | +30.1% | +24.5% |
| 30D | +21.0% | -32.0% | +53.1% | +15.6% |
| 3M | -2.9% | -32.4% | +29.4% | -7.0% |
| 6M | -27.8% | +6.7% | -34.5% | -20.7% |
| YTD | -12.6% | +41.0% | -53.6% | +13.9% |
| 1Y | -9.8% | +18.0% | -27.8% | +12.2% |
| All | -9.8% | -1.5% | -8.3% | +12.2% |
Cumulative growth
Daily Returns
Daily percentage return beside OUST.
Daily Out/Under-Performance
Portfolio return minus OUST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OUST 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 1y: compounded portfolio wealth divided by compounded OUST 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…
1y analysis · Full analysis span regression · 6 months rolling