-77.8%
PLTD vs REPL
+73.7%
-151.5%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | REPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.2% | +0.4% | -1.8% |
| 7D | -1.6% | +5.3% | -6.8% | -1.3% |
| 30D | +18.5% | +66.6% | -48.2% | +20.9% |
| 3M | -2.4% | +59.6% | -62.0% | -0.5% |
| 6M | -34.6% | +482.4% | -516.9% | -27.5% |
| YTD | -21.4% | +124.1% | -145.5% | -14.0% |
| 1Y | -16.8% | +138.6% | -155.3% | -8.6% |
| All | -77.8% | +73.7% | -151.5% | -75.4% |
Cumulative growth
Daily Returns
Daily percentage return beside REPL.
Daily Out/Under-Performance
Portfolio return minus REPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × REPL 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 REPL 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