-77.7%
PLTD vs PTC
-2.9%
-74.8%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.3% | +0.4% |
| 7D | -9.8% | +0.8% | -10.6% | -9.5% |
| 30D | +18.9% | +1.2% | +17.7% | +19.5% |
| 3M | -4.2% | +32.6% | -36.8% | +8.1% |
| 6M | -34.8% | +36.1% | -70.9% | -23.9% |
| YTD | -21.1% | +12.7% | -33.8% | -16.5% |
| 1Y | -19.3% | +10.2% | -29.4% | -15.4% |
| All | -77.7% | -2.9% | -74.8% | -70.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling