-77.5%
PLTD vs PTC
-30.3%
-47.3%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -6.0% | +10.7% | +1.2% |
| 7D | +5.9% | -10.3% | +16.2% | 0.0% |
| 30D | -11.6% | +1.1% | -12.7% | -10.5% |
| 3M | -29.9% | +1.6% | -31.5% | -27.5% |
| 6M | -28.5% | -13.5% | -15.1% | -31.6% |
| YTD | -20.4% | -19.1% | -1.3% | -26.8% |
| 1Y | -33.3% | -33.9% | +0.6% | -44.9% |
| All | -77.5% | -30.3% | -47.3% | -73.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling