+39.5%
MAS vs PLTD
-16.9%
+56.4%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.7% | +0.6% | -1.2% |
| 7D | -1.8% | -1.6% | -0.3% | -1.9% |
| 30D | +23.6% | +18.5% | +5.1% | +23.9% |
| 3M | +12.4% | -2.4% | +14.9% | +12.2% |
| 6M | +21.9% | -34.6% | +56.4% | +20.5% |
| YTD | +36.1% | -21.4% | +57.6% | +33.4% |
| 1Y | +39.5% | -16.8% | +56.2% | +37.0% |
| All | +39.5% | -16.9% | +56.4% | +37.0% |
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