-33.3%
PLTD vs SAN
+58.9%
-92.2%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.8% | +5.4% | +4.5% |
| 7D | +5.9% | +1.8% | +4.2% | +6.2% |
| 30D | -11.6% | +2.0% | -13.6% | -11.3% |
| 3M | -29.9% | +19.7% | -49.7% | -27.6% |
| 6M | -28.5% | +30.6% | -59.2% | -24.0% |
| YTD | -20.4% | +28.8% | -49.2% | -13.5% |
| 1Y | -33.3% | +57.8% | -91.0% | -20.0% |
| All | -33.3% | +58.9% | -92.2% | -20.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SAN.
Daily Out/Under-Performance
Portfolio return minus SAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SAN 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 SAN 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