-37.4%
VRSK vs PLTD
-76.9%
+39.5%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | +0.2% |
| 7D | -5.2% | +4.2% | -9.4% | -5.1% |
| 30D | -2.3% | +0.7% | -3.1% | -2.2% |
| 3M | -2.9% | -32.4% | +29.5% | -3.3% |
| 6M | -12.8% | -26.2% | +13.4% | -13.2% |
| YTD | -20.8% | -17.0% | -3.8% | -21.3% |
| 1Y | -33.2% | -26.7% | -6.5% | -33.8% |
| All | -37.4% | -76.9% | +39.5% | -40.1% |
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