-0.4%
MCO vs PLTD
-33.9%
+33.5%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +4.6% | -6.8% | -1.7% |
| 7D | -4.2% | +5.9% | -10.1% | -3.6% |
| 30D | +2.2% | -11.6% | +13.8% | +1.4% |
| 3M | +10.1% | -29.9% | +40.1% | +7.7% |
| 6M | +5.3% | -28.5% | +33.8% | +3.1% |
| YTD | -2.7% | -20.4% | +17.7% | -4.6% |
| 1Y | -0.4% | -33.3% | +32.9% | +5.1% |
| All | -0.4% | -33.9% | +33.5% | +5.1% |
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