-35.3%
PNR vs PLTD
-77.5%
+42.2%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.2% | -1.9% | +0.4% |
| 7D | +0.3% | -4.8% | +5.0% | 0.0% |
| 30D | +31.7% | +16.9% | +14.9% | +33.2% |
| 3M | +2.6% | +2.6% | 0.0% | +2.9% |
| 6M | -6.4% | -36.2% | +29.9% | -8.7% |
| YTD | -33.4% | -19.4% | -14.0% | -33.2% |
| 1Y | -35.1% | -22.5% | -12.5% | -35.0% |
| All | -35.3% | -77.5% | +42.2% | -43.7% |
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