-21.0%
MDLN vs PLTU
-45.3%
+24.3%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -4.4% | -0.5% | -4.6% |
| 7D | -11.5% | -17.7% | +6.2% | -10.5% |
| 30D | -7.6% | -12.5% | +5.0% | -7.1% |
| 3M | -11.4% | +39.5% | -50.8% | -14.2% |
| 6M | -24.5% | -7.0% | -17.5% | -26.7% |
| YTD | -22.9% | -38.1% | +15.2% | -21.6% |
| All | -21.0% | -45.3% | +24.3% | -19.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling