+5.3%
MDB vs PLTU
+103.5%
-98.2%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +7.1% | -4.4% | +1.1% |
| 7D | -11.4% | -25.3% | +14.0% | -5.7% |
| 30D | -13.8% | -34.5% | +20.7% | -5.7% |
| 3M | -15.5% | -3.4% | -12.1% | -14.5% |
| 6M | +17.9% | +12.4% | +5.5% | +12.1% |
| YTD | -25.5% | -45.1% | +19.7% | -22.0% |
| 1Y | -12.1% | -45.7% | +33.6% | -8.5% |
| All | +5.3% | +103.5% | -98.2% | -21.1% |
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