-18.4%
PLTD vs RACE
+3.3%
-21.7%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.5% | -1.7% | -3.5% |
| 7D | +13.7% | +5.1% | +8.7% | +15.0% |
| 30D | +18.4% | +7.7% | +10.7% | +20.5% |
| 3M | -7.5% | +2.2% | -9.6% | -6.9% |
| 6M | -31.3% | +23.8% | -55.1% | -28.6% |
| YTD | -15.4% | +13.9% | -29.3% | -13.2% |
| 1Y | -18.4% | +3.8% | -22.2% | -19.2% |
| All | -18.4% | +3.3% | -21.7% | -19.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling