-46.6%
PNR vs PLTD
-76.7%
+30.1%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.3% | -3.6% | -1.2% |
| 7D | -5.5% | +9.9% | -15.4% | -4.8% |
| 30D | -15.6% | +3.8% | -19.4% | -15.2% |
| 3M | -20.2% | -32.3% | +12.1% | -21.9% |
| 6M | -36.6% | -25.9% | -10.8% | -37.2% |
| YTD | -45.0% | -16.4% | -28.6% | -44.6% |
| 1Y | -47.4% | -25.2% | -22.3% | -47.6% |
| All | -46.6% | -76.7% | +30.1% | -53.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling