-76.6%
PLTD vs TDY
+27.3%
-103.9%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.2% | -2.0% | +0.1% |
| 7D | +4.2% | -1.1% | +5.4% | +3.5% |
| 30D | +0.7% | -12.0% | +12.8% | -7.6% |
| 3M | -32.4% | -3.2% | -29.2% | -33.5% |
| 6M | -26.2% | -7.9% | -18.3% | -29.5% |
| YTD | -17.0% | +18.2% | -35.2% | -0.2% |
| 1Y | -26.7% | +6.7% | -33.3% | -20.0% |
| All | -76.6% | +27.3% | -103.9% | -65.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TDY.
Daily Out/Under-Performance
Portfolio return minus TDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDY 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 10y: compounded portfolio wealth divided by compounded TDY 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…
10y analysis · Full analysis span regression · 6 months rolling