+24.1%
MDB vs PLTU
+154.0%
-129.9%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -9.0% | +4.9% | -2.2% |
| 7D | -17.4% | -13.6% | -3.9% | -15.0% |
| 30D | -2.0% | +16.7% | -18.7% | -5.0% |
| 3M | -3.0% | +29.6% | -32.6% | -10.7% |
| 6M | +48.7% | -0.1% | +48.8% | +41.5% |
| YTD | -12.1% | -31.5% | +19.4% | -12.4% |
| 1Y | +14.5% | -19.7% | +34.2% | +9.5% |
| All | +24.1% | +154.0% | -129.9% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling