-77.0%
PLTD vs SAN
+214.8%
-291.8%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | SAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.5% | +2.8% | +2.1% |
| 7D | +4.5% | +3.3% | +1.2% | +6.2% |
| 30D | -0.7% | +1.1% | -1.8% | -0.2% |
| 3M | -31.0% | +22.2% | -53.3% | -23.7% |
| 6M | -24.8% | +36.0% | -60.8% | -10.9% |
| YTD | -18.6% | +28.2% | -46.8% | -5.4% |
| 1Y | -31.8% | +54.1% | -85.9% | -8.1% |
| All | -77.0% | +214.8% | -291.8% | -47.6% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling