-30.6%
VRSK vs PLTD
-33.9%
+3.3%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +4.6% | -7.2% | -2.4% |
| 7D | -3.1% | +5.9% | -9.0% | -3.0% |
| 30D | -1.6% | -11.6% | +10.0% | -1.7% |
| 3M | +3.5% | -29.9% | +33.4% | +2.8% |
| 6M | -13.4% | -28.5% | +15.2% | -14.7% |
| YTD | -16.5% | -20.4% | +3.9% | -19.9% |
| 1Y | -30.6% | -33.3% | +2.7% | -31.3% |
| All | -30.6% | -33.9% | +3.3% | -31.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling