+30.8%
MDT vs PLTU
+134.3%
-103.5%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.3% | -4.2% | 0.0% |
| 7D | -3.2% | -0.9% | -2.3% | -3.2% |
| 30D | +10.5% | -34.7% | +45.2% | +11.0% |
| 3M | +13.0% | -10.8% | +23.7% | +12.9% |
| 6M | +38.7% | +24.1% | +14.6% | +37.4% |
| YTD | +8.5% | -36.8% | +45.3% | +8.5% |
| 1Y | +10.0% | -47.0% | +57.0% | +10.3% |
| All | +30.8% | +134.3% | -103.5% | +21.5% |
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