+13.7%
MSCI vs PLTD
-25.7%
+39.4%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +9.5% | -12.2% | -1.6% |
| 7D | +6.0% | +25.1% | -19.0% | +8.9% |
| 30D | +18.2% | +21.0% | -2.8% | +21.0% |
| 3M | +15.1% | -2.9% | +18.1% | +15.0% |
| 6M | +13.7% | -27.8% | +41.5% | +10.7% |
| All | +13.7% | -25.7% | +39.4% | +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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling