+14.5%
MDB vs PLTU
-18.5%
+33.0%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -9.0% | +4.9% | -1.7% |
| 7D | -17.4% | -13.6% | -3.9% | -14.3% |
| 30D | -2.0% | +16.7% | -18.7% | -5.7% |
| 3M | -3.0% | +29.6% | -32.6% | -12.2% |
| 6M | +48.7% | -0.1% | +48.8% | +39.9% |
| YTD | -12.1% | -31.5% | +19.4% | -11.7% |
| 1Y | +14.5% | -19.7% | +34.2% | +11.4% |
| All | +14.5% | -18.5% | +33.0% | +11.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling