-77.7%
PLTD vs RACE
-8.3%
-69.5%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.5% | +2.9% | -0.6% |
| 7D | -9.8% | -4.0% | -5.7% | -11.2% |
| 30D | +18.9% | +3.5% | +15.4% | +20.7% |
| 3M | -4.2% | -0.4% | -3.8% | -4.1% |
| 6M | -34.8% | +23.2% | -58.0% | -28.3% |
| YTD | -21.1% | +11.0% | -32.1% | -16.9% |
| 1Y | -19.3% | -2.2% | -17.0% | -20.5% |
| All | -77.7% | -8.3% | -69.5% | -72.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 10y: compounded portfolio wealth divided by compounded RACE 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…
10y analysis · Full analysis span regression · 6 months rolling