-77.5%
PLTD vs TAP
-29.7%
-47.8%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.2% | +4.8% | +4.7% |
| 7D | +5.9% | -2.3% | +8.2% | +6.2% |
| 30D | -11.6% | -2.1% | -9.5% | -11.5% |
| 3M | -29.9% | +6.6% | -36.6% | -31.0% |
| 6M | -28.5% | -11.5% | -17.0% | -27.9% |
| YTD | -20.4% | -10.3% | -10.1% | -19.2% |
| 1Y | -33.3% | -14.4% | -18.9% | -32.7% |
| All | -77.5% | -29.7% | -47.8% | -77.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling