-2.6%
MCD vs PLTU
+103.5%
-106.1%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +7.1% | -7.6% | -0.5% |
| 7D | +7.1% | -25.3% | +32.5% | +7.1% |
| 30D | +19.8% | -34.5% | +54.3% | +19.8% |
| 3M | +0.8% | -3.4% | +4.2% | +0.7% |
| 6M | -1.3% | +12.4% | -13.7% | -1.8% |
| YTD | -7.8% | -45.1% | +37.4% | -8.1% |
| 1Y | -5.0% | -45.7% | +40.7% | -5.3% |
| All | -2.6% | +103.5% | -106.1% | -7.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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