-77.0%
PLTD vs SIRI
+22.6%
-99.6%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.7% | +3.0% | +2.1% |
| 7D | +4.5% | +4.3% | +0.3% | +6.0% |
| 30D | -0.7% | -2.8% | +2.1% | -1.9% |
| 3M | -31.0% | +5.9% | -37.0% | -29.3% |
| 6M | -24.8% | +31.9% | -56.8% | -16.2% |
| YTD | -18.6% | +48.7% | -67.2% | -5.2% |
| 1Y | -31.8% | +23.2% | -55.0% | -27.6% |
| All | -77.0% | +22.6% | -99.6% | -72.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling