-30.8%
PLTD vs SUNB
-4.1%
-26.8%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.1% | +1.3% | +2.4% |
| 7D | +4.5% | +3.4% | +1.2% | +4.8% |
| 30D | -0.7% | -14.5% | +13.8% | -2.5% |
| 3M | -31.0% | -13.8% | -17.2% | -31.7% |
| 6M | -24.8% | -5.9% | -18.9% | -28.7% |
| All | -30.8% | -4.1% | -26.8% | -34.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SUNB.
Daily Out/Under-Performance
Portfolio return minus SUNB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUNB 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 SUNB 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