+239.5%
MXL vs PLTD
-77.3%
+316.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +2.3% | +3.7% | +6.7% |
| 7D | +15.5% | +4.5% | +10.9% | +16.9% |
| 30D | -11.3% | -0.7% | -10.6% | -11.6% |
| 3M | -16.1% | -31.0% | +14.9% | -23.2% |
| 6M | +323.0% | -24.8% | +347.9% | +305.0% |
| YTD | +281.5% | -18.6% | +300.1% | +281.1% |
| 1Y | +319.3% | -31.8% | +351.1% | +296.2% |
| All | +239.5% | -77.3% | +316.8% | +109.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling