-77.3%
PLTD vs TAP
-29.1%
-48.1%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +3.2% | -1.1% | +1.6% |
| 7D | -4.8% | +1.3% | -6.0% | -5.0% |
| 30D | +16.9% | +5.7% | +11.1% | +15.8% |
| 3M | +2.6% | -1.9% | +4.5% | +2.5% |
| 6M | -36.2% | +0.9% | -37.2% | -36.8% |
| YTD | -19.4% | -9.5% | -9.9% | -18.5% |
| 1Y | -22.5% | -9.0% | -13.6% | -21.7% |
| All | -77.3% | -29.1% | -48.1% | -77.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 TAP 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