+8.4%
MDB vs PLTD
-76.4%
+84.8%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -3.2% | +5.9% | +1.3% |
| 7D | -11.4% | +13.7% | -25.1% | -5.7% |
| 30D | -13.8% | +18.4% | -32.3% | -5.5% |
| 3M | -15.5% | -7.5% | -8.0% | -14.1% |
| 6M | +17.9% | -31.3% | +49.2% | +12.8% |
| YTD | -25.5% | -15.4% | -10.1% | -21.4% |
| 1Y | -12.1% | -18.4% | +6.3% | -7.5% |
| All | +8.4% | -76.4% | +84.8% | -17.0% |
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