-16.5%
PLTD vs SAN
+23.5%
-40.0%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +6.4% | -4.1% | +3.3% |
| 7D | +14.4% | +4.5% | +9.9% | +15.1% |
| 30D | +8.6% | -12.1% | +20.7% | +6.7% |
| 3M | -9.2% | -15.6% | +6.3% | -11.3% |
| 6M | -29.5% | +5.8% | -35.3% | -28.5% |
| YTD | -20.2% | +5.5% | -25.7% | -15.0% |
| 1Y | -16.5% | +23.6% | -40.1% | -0.4% |
| All | -16.5% | +23.5% | -40.0% | -0.4% |
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