-77.3%
PLTD vs RGEN
+9.6%
-86.8%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.8% | +1.4% | +2.4% |
| 7D | -4.8% | -3.3% | -1.5% | -5.6% |
| 30D | +16.9% | -5.8% | +22.7% | +15.5% |
| 3M | +2.6% | +0.2% | +2.4% | +3.9% |
| 6M | -36.2% | +56.8% | -93.0% | -24.9% |
| YTD | -19.4% | +2.4% | -21.8% | -16.8% |
| 1Y | -22.5% | +11.4% | -34.0% | -17.5% |
| All | -77.3% | +9.6% | -86.8% | -74.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling