-44.8%
PNR vs PLTD
-77.3%
+32.5%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +2.3% | -5.0% | -2.5% |
| 7D | -3.0% | +4.5% | -7.6% | -2.7% |
| 30D | -14.9% | -0.7% | -14.2% | -14.9% |
| 3M | -19.0% | -31.0% | +12.0% | -20.6% |
| 6M | -35.9% | -24.8% | -11.1% | -36.4% |
| YTD | -43.1% | -18.6% | -24.6% | -42.9% |
| 1Y | -46.4% | -31.8% | -14.6% | -47.2% |
| All | -44.8% | -77.3% | +32.5% | -51.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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