+17.6%
MDT vs PLTD
-77.2%
+94.8%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.4% | -0.9% | -0.5% |
| 7D | -0.3% | -0.9% | +0.6% | -0.3% |
| 30D | +2.8% | +1.3% | +1.4% | +2.8% |
| 3M | +13.1% | -32.9% | +46.0% | +12.3% |
| 6M | +2.3% | -24.9% | +27.2% | +2.0% |
| YTD | -2.7% | -18.2% | +15.6% | -2.5% |
| 1Y | +0.9% | -28.7% | +29.6% | +0.5% |
| All | +17.6% | -77.2% | +94.8% | +10.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling