+53.3%
MCK vs PLTD
-76.9%
+130.1%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.7% | +0.8% | +0.1% |
| 7D | -2.9% | +4.2% | -7.2% | -3.0% |
| 30D | +0.4% | +0.7% | -0.3% | +0.4% |
| 3M | +12.1% | -32.4% | +44.5% | +12.4% |
| 6M | -5.4% | -26.2% | +20.8% | -5.4% |
| YTD | +7.8% | -17.0% | +24.8% | +8.0% |
| 1Y | +22.9% | -26.7% | +49.6% | +23.2% |
| All | +53.3% | -76.9% | +130.1% | +53.2% |
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