+139.4%
MKSI vs PLTD
-76.9%
+216.3%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.7% | +2.8% | +1.9% |
| 7D | +2.7% | +4.2% | -1.6% | +3.8% |
| 30D | -12.8% | +0.7% | -13.5% | -12.5% |
| 3M | -22.5% | -32.4% | +9.9% | -28.9% |
| 6M | +19.4% | -26.2% | +45.6% | +14.3% |
| YTD | +67.7% | -17.0% | +84.7% | +69.5% |
| 1Y | +131.4% | -26.7% | +158.1% | +127.3% |
| All | +139.4% | -76.9% | +216.3% | +65.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling