-77.3%
PLTD vs TDY
+35.7%
-113.0%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.6% | +2.8% | +1.7% |
| 7D | -4.8% | +4.1% | -8.8% | -1.9% |
| 30D | +16.9% | +5.7% | +11.1% | +22.6% |
| 3M | +2.6% | -4.4% | +7.1% | +0.8% |
| 6M | -36.2% | +1.2% | -37.5% | -34.5% |
| YTD | -19.4% | +26.0% | -45.5% | +2.4% |
| 1Y | -22.5% | +27.4% | -49.9% | -0.1% |
| All | -77.3% | +35.7% | -113.0% | -64.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling