-18.4%
PLTD vs SAN
+16.7%
-35.1%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.2% | -0.9% | -3.5% |
| 7D | +13.7% | +4.9% | +8.8% | +14.6% |
| 30D | +18.4% | -13.0% | +31.4% | +16.1% |
| 3M | -7.5% | -18.9% | +11.4% | -10.2% |
| 6M | -31.3% | -4.1% | -27.2% | -31.3% |
| YTD | -15.4% | +2.6% | -18.0% | -10.0% |
| 1Y | -18.4% | +16.9% | -35.3% | -3.7% |
| All | -18.4% | +16.7% | -35.1% | -3.7% |
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