+201.0%
MXL vs PLTD
-78.0%
+279.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.4% | -2.0% | -1.5% |
| 7D | +33.1% | -9.8% | +42.8% | +29.1% |
| 30D | -33.5% | +18.9% | -52.4% | -28.3% |
| 3M | -20.7% | -4.2% | -16.4% | -19.6% |
| 6M | -35.9% | -34.8% | -1.0% | -40.8% |
| YTD | +238.3% | -21.1% | +259.4% | +243.9% |
| 1Y | +296.2% | -19.3% | +315.5% | +311.4% |
| All | +201.0% | -78.0% | +279.0% | +89.3% |
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