-77.4%
PLTD vs MDY
+14.8%
-92.3%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +3.2% | -8.7% | -1.1% |
| 7D | +4.2% | +0.7% | +3.6% | +5.9% |
| 30D | +20.8% | +1.3% | +19.5% | +24.1% |
| 3M | -2.6% | -4.1% | +1.5% | -6.9% |
| 6M | -33.1% | +1.0% | -34.1% | -30.8% |
| YTD | -20.0% | +13.3% | -33.4% | -1.5% |
| 1Y | -21.6% | +15.7% | -37.4% | +0.4% |
| All | -77.4% | +14.8% | -92.3% | -68.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling