-77.7%
PLTD vs MDY
+14.0%
-91.7%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.2% | +1.6% | -1.2% |
| 7D | -9.8% | +3.0% | -12.8% | -5.7% |
| 30D | +18.9% | +0.8% | +18.1% | +21.3% |
| 3M | -4.2% | -5.1% | +0.9% | -9.9% |
| 6M | -34.8% | +1.2% | -36.0% | -32.4% |
| YTD | -21.1% | +12.5% | -33.6% | -3.8% |
| 1Y | -19.3% | +13.8% | -33.0% | +0.8% |
| All | -77.7% | +14.0% | -91.7% | -69.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling