-77.3%
PLTD vs SBAC
-8.2%
-69.1%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.5% | +0.7% | +2.2% |
| 7D | -4.8% | +0.6% | -5.4% | -4.8% |
| 30D | +16.9% | +5.5% | +11.4% | +16.9% |
| 3M | +2.6% | +3.1% | -0.5% | +2.7% |
| 6M | -36.2% | -7.0% | -29.2% | -35.3% |
| YTD | -19.4% | +0.5% | -19.9% | -18.3% |
| 1Y | -22.5% | +0.2% | -22.8% | -21.5% |
| All | -77.3% | -8.2% | -69.1% | -78.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 SBAC 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