-77.0%
PLTD vs MDY
+15.9%
-93.0%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.7% | +3.0% | +1.4% |
| 7D | +4.5% | +1.0% | +3.5% | +6.1% |
| 30D | -0.7% | -3.1% | +2.4% | -4.8% |
| 3M | -31.0% | +1.8% | -32.9% | -28.6% |
| 6M | -24.8% | +10.8% | -35.6% | -11.9% |
| YTD | -18.6% | +14.4% | -33.0% | +0.8% |
| 1Y | -31.8% | +15.2% | -47.0% | -13.9% |
| All | -77.0% | +15.9% | -93.0% | -68.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling