-77.4%
PLTD vs TW
-1.9%
-75.5%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +0.4% | -5.9% | -5.4% |
| 7D | +4.2% | +3.4% | +0.8% | +4.9% |
| 30D | +20.8% | +15.5% | +5.4% | +24.6% |
| 3M | -2.6% | +25.1% | -27.7% | +2.6% |
| 6M | -33.1% | +18.2% | -51.3% | -30.2% |
| YTD | -20.0% | +19.7% | -39.8% | -16.9% |
| 1Y | -21.6% | +18.1% | -39.8% | -19.0% |
| All | -77.4% | -1.9% | -75.5% | -79.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TW.
Daily Out/Under-Performance
Portfolio return minus TW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TW 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 5y: compounded portfolio wealth divided by compounded TW 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…
5y analysis · Full analysis span regression · 6 months rolling