-76.6%
PLTD vs SNY
-0.6%
-76.0%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.9% | -0.7% |
| 7D | +4.2% | -3.3% | +7.6% | +4.0% |
| 30D | +0.7% | -2.2% | +2.9% | +0.6% |
| 3M | -32.4% | -3.0% | -29.3% | -32.5% |
| 6M | -26.2% | +2.7% | -28.9% | -25.7% |
| YTD | -17.0% | -6.8% | -10.2% | -17.4% |
| 1Y | -26.7% | -5.3% | -21.4% | -26.7% |
| All | -76.6% | -0.6% | -76.0% | -76.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SNY.
Daily Out/Under-Performance
Portfolio return minus SNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNY 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 SNY 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