+13.0%
MGY vs PLTD
-76.9%
+89.9%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | +0.1% |
| 7D | +3.5% | +4.2% | -0.7% | +3.8% |
| 30D | +5.3% | +0.7% | +4.5% | +5.4% |
| 3M | +2.6% | -32.4% | +35.0% | +0.5% |
| 6M | -3.3% | -26.2% | +22.9% | -3.9% |
| YTD | +29.2% | -17.0% | +46.2% | +30.6% |
| 1Y | +18.0% | -26.7% | +44.7% | +17.7% |
| All | +13.0% | -76.9% | +89.9% | -2.8% |
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