-76.6%
PLTD vs SIRI
+24.1%
-100.7%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.9% | -1.7% | -0.4% |
| 7D | +4.2% | +0.6% | +3.7% | +4.4% |
| 30D | +0.7% | +2.5% | -1.8% | +1.5% |
| 3M | -32.4% | +6.6% | -39.0% | -30.5% |
| 6M | -26.2% | +32.9% | -59.1% | -17.5% |
| YTD | -17.0% | +50.5% | -67.5% | -3.0% |
| 1Y | -26.7% | +28.0% | -54.6% | -20.6% |
| All | -76.6% | +24.1% | -100.7% | -71.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 10y: compounded portfolio wealth divided by compounded SIRI 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…
10y analysis · Full analysis span regression · 6 months rolling