-76.9%
PLTD vs SIRI
+21.5%
-98.4%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.3% | +0.1% |
| 7D | -0.9% | -3.9% | +3.0% | -2.2% |
| 30D | +1.3% | -0.8% | +2.2% | +0.9% |
| 3M | -32.9% | +4.3% | -37.2% | -31.5% |
| 6M | -24.9% | +34.1% | -58.9% | -15.8% |
| YTD | -18.2% | +47.3% | -65.6% | -5.1% |
| 1Y | -28.7% | +22.9% | -51.6% | -24.2% |
| All | -76.9% | +21.5% | -98.4% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling