-77.0%
PLTD vs RGEN
+10.1%
-87.1%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.6% | +1.8% | +2.5% |
| 7D | +4.5% | -0.9% | +5.4% | +4.2% |
| 30D | -0.7% | +2.8% | -3.6% | +0.3% |
| 3M | -31.0% | +34.5% | -65.5% | -24.1% |
| 6M | -24.8% | +40.5% | -65.3% | -14.5% |
| YTD | -18.6% | +2.8% | -21.4% | -16.6% |
| 1Y | -31.8% | +39.6% | -71.4% | -21.6% |
| All | -77.0% | +10.1% | -87.1% | -74.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded RGEN 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling