-31.8%
PLTD vs RGEN
+37.7%
-69.5%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.6% | +1.8% | +2.4% |
| 7D | +4.5% | -0.9% | +5.4% | +4.3% |
| 30D | -0.7% | +2.8% | -3.6% | 0.0% |
| 3M | -31.0% | +34.5% | -65.5% | -26.1% |
| 6M | -24.8% | +40.5% | -65.3% | -16.9% |
| YTD | -18.6% | +2.8% | -21.4% | -17.1% |
| 1Y | -31.8% | +39.6% | -71.4% | -31.2% |
| All | -31.8% | +37.7% | -69.5% | -31.2% |
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 2025-09-08 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling