-43.3%
PNR vs PLTD
-77.8%
+34.5%
-46.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +4.6% | -4.3% | +0.7% |
| 7D | -2.4% | +5.9% | -8.3% | -1.9% |
| 30D | -12.8% | -11.6% | -1.2% | -13.4% |
| 3M | -17.0% | -29.9% | +13.0% | -18.4% |
| 6M | -37.4% | -28.5% | -8.9% | -38.2% |
| YTD | -41.6% | -20.4% | -21.2% | -41.4% |
| 1Y | -44.6% | -33.3% | -11.4% | -45.5% |
| All | -43.3% | -77.8% | +34.5% | -50.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling