+11.6%
MGY vs PLTD
-77.3%
+88.9%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.3% | 0.0% | +2.5% |
| 7D | -0.9% | +4.5% | -5.4% | -0.5% |
| 30D | +10.1% | -0.7% | +10.9% | +10.1% |
| 3M | -1.5% | -31.0% | +29.6% | -3.2% |
| 6M | -4.9% | -24.8% | +19.9% | -5.2% |
| YTD | +27.7% | -18.6% | +46.2% | +28.9% |
| 1Y | +20.1% | -31.8% | +51.9% | +18.5% |
| All | +11.6% | -77.3% | +88.9% | -4.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling