-9.5%
RUN vs PLTD
-77.3%
+67.8%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.3% | +1.4% | +4.2% |
| 7D | +10.2% | +4.5% | +5.6% | +11.3% |
| 30D | -9.6% | -0.7% | -8.9% | -9.7% |
| 3M | -31.5% | -31.0% | -0.5% | -35.6% |
| 6M | -18.7% | -24.8% | +6.1% | -21.1% |
| YTD | -49.9% | -18.6% | -31.3% | -50.2% |
| 1Y | -45.5% | -31.8% | -13.7% | -47.4% |
| All | -9.5% | -77.3% | +67.8% | -27.9% |
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 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