+184.7%
MXL vs PLTD
-77.5%
+262.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +2.2% | -7.6% | -4.6% |
| 7D | +13.4% | -4.8% | +18.2% | +12.0% |
| 30D | -29.2% | +16.9% | -46.1% | -24.0% |
| 3M | -27.2% | +2.6% | -29.8% | -24.6% |
| 6M | -36.4% | -36.2% | -0.2% | -41.9% |
| YTD | +220.0% | -19.4% | +239.4% | +227.9% |
| 1Y | +304.8% | -22.5% | +327.3% | +310.8% |
| All | +184.7% | -77.5% | +262.3% | +80.5% |
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