+265.0%
MXL vs PLTD
-77.2%
+342.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +0.4% | +7.2% | +7.6% |
| 7D | +19.0% | -0.9% | +19.9% | +18.6% |
| 30D | +4.5% | +1.3% | +3.2% | +4.8% |
| 3M | -1.5% | -32.9% | +31.4% | -10.8% |
| 6M | +348.6% | -24.9% | +373.5% | +329.1% |
| YTD | +310.3% | -18.2% | +328.5% | +310.2% |
| 1Y | +344.7% | -28.7% | +373.4% | +328.4% |
| All | +265.0% | -77.2% | +342.2% | +125.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling