-76.4%
PLTD vs TDY
+25.8%
-102.2%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.2% | +2.0% | +2.4% |
| 7D | +9.9% | -1.9% | +11.8% | +8.5% |
| 30D | +3.8% | -12.5% | +16.3% | -5.1% |
| 3M | -32.3% | -0.8% | -31.5% | -32.2% |
| 6M | -25.9% | -9.0% | -16.9% | -29.7% |
| YTD | -16.4% | +16.8% | -33.2% | -0.3% |
| 1Y | -25.2% | +9.5% | -34.6% | -15.5% |
| All | -76.4% | +25.8% | -102.2% | -65.1% |
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