-77.4%
PLTD vs PTC
-3.1%
-74.3%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +0.4% | -5.9% | -5.3% |
| 7D | +4.2% | +0.8% | +3.4% | +4.6% |
| 30D | +20.8% | +0.7% | +20.1% | +21.2% |
| 3M | -2.6% | +32.6% | -35.2% | +10.0% |
| 6M | -33.1% | +33.6% | -66.6% | -22.7% |
| YTD | -20.0% | +12.4% | -32.5% | -15.4% |
| 1Y | -21.6% | +11.2% | -32.9% | -17.4% |
| All | -77.4% | -3.1% | -74.3% | -69.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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