+18.2%
MDT vs PLTD
-77.3%
+95.5%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.3% | -4.2% | -1.8% |
| 7D | +0.4% | +4.5% | -4.2% | +0.5% |
| 30D | +6.0% | -0.7% | +6.7% | +6.0% |
| 3M | +15.5% | -31.0% | +46.6% | +14.8% |
| 6M | +3.4% | -24.8% | +28.2% | +3.1% |
| YTD | -2.2% | -18.6% | +16.4% | -1.9% |
| 1Y | +2.6% | -31.8% | +34.4% | +2.0% |
| All | +18.2% | -77.3% | +95.5% | +10.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling