-77.7%
PLTD vs STLA
-69.6%
-8.1%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -6.1% | +6.5% | -1.2% |
| 7D | -9.8% | -13.1% | +3.3% | -13.0% |
| 30D | +18.9% | -13.3% | +32.2% | +14.7% |
| 3M | -4.2% | -27.9% | +23.6% | -11.9% |
| 6M | -34.8% | -47.8% | +13.0% | -44.5% |
| YTD | -21.1% | -64.6% | +43.4% | -40.5% |
| 1Y | -19.3% | -64.0% | +44.7% | -38.2% |
| All | -77.7% | -69.6% | -8.1% | -81.5% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA 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 STLA 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