-76.9%
PLTD vs MDY
+14.7%
-91.6%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.1% | +1.4% | -1.1% |
| 7D | -0.9% | -0.8% | -0.2% | -1.9% |
| 30D | +1.3% | -3.9% | +5.2% | -3.8% |
| 3M | -32.9% | 0.0% | -32.8% | -32.2% |
| 6M | -24.9% | +8.5% | -33.4% | -14.4% |
| YTD | -18.2% | +13.2% | -31.5% | -0.3% |
| 1Y | -28.7% | +15.0% | -43.7% | -9.9% |
| All | -76.9% | +14.7% | -91.6% | -68.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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