+9.2%
MAS vs PLTD
-75.6%
+84.9%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +9.5% | -13.0% | -2.9% |
| 7D | +4.6% | +25.1% | -20.5% | +5.9% |
| 30D | +19.9% | +21.0% | -1.2% | +21.2% |
| 3M | +8.9% | -2.9% | +11.8% | +8.8% |
| 6M | +20.2% | -27.8% | +47.9% | +18.6% |
| YTD | +33.9% | -12.6% | +46.5% | +34.3% |
| 1Y | +34.7% | -9.8% | +44.5% | +35.7% |
| All | +9.2% | -75.6% | +84.9% | -2.4% |
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