-18.4%
PLTD vs OUST
+32.6%
-51.0%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OUST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +14.0% | -17.2% | -1.1% |
| 7D | +13.7% | +17.0% | -3.2% | +16.9% |
| 30D | +18.4% | -16.5% | +34.9% | +16.9% |
| 3M | -7.5% | -23.7% | +16.2% | -9.5% |
| 6M | -31.3% | +18.4% | -49.7% | -23.9% |
| YTD | -15.4% | +60.8% | -76.2% | +11.6% |
| 1Y | -18.4% | +44.2% | -62.6% | +5.9% |
| All | -18.4% | +32.6% | -51.0% | +5.9% |
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