-77.0%
PLTD vs TDY
+27.6%
-104.6%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.9% | +3.2% | +1.7% |
| 7D | +4.5% | -0.9% | +5.4% | +4.0% |
| 30D | -0.7% | -12.5% | +11.7% | -9.3% |
| 3M | -31.0% | -1.2% | -29.9% | -31.1% |
| 6M | -24.8% | -6.6% | -18.3% | -27.4% |
| YTD | -18.6% | +18.5% | -37.0% | -1.9% |
| 1Y | -31.8% | +10.8% | -42.6% | -22.5% |
| All | -77.0% | +27.6% | -104.6% | -65.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling