+24.7%
MA vs PLTD
-77.7%
+102.4%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -5.5% | +6.0% | +0.1% |
| 7D | -0.3% | +4.2% | -4.6% | 0.0% |
| 30D | +11.3% | +20.8% | -9.5% | +12.9% |
| 3M | +16.7% | -2.6% | +19.2% | +16.7% |
| 6M | +32.8% | -33.1% | +65.9% | +30.0% |
| YTD | +15.6% | -20.0% | +35.7% | +15.5% |
| 1Y | +19.6% | -21.6% | +41.2% | +19.4% |
| All | +24.7% | -77.7% | +102.4% | +10.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling