-5.3%
MAS vs PLTD
-77.8%
+72.6%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +4.6% | -2.9% | +2.1% |
| 7D | -0.8% | +5.9% | -6.7% | -0.4% |
| 30D | -5.6% | -11.6% | +6.0% | -6.1% |
| 3M | +4.4% | -29.9% | +34.4% | +2.9% |
| 6M | +7.2% | -28.5% | +35.7% | +5.9% |
| YTD | +16.1% | -20.4% | +36.5% | +15.9% |
| 1Y | +0.1% | -33.3% | +33.4% | -1.4% |
| All | -5.3% | -77.8% | +72.6% | -15.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling