-77.5%
PLTD vs MDY
+16.7%
-94.3%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.1% | +4.5% | +4.8% |
| 7D | +5.9% | +0.1% | +5.8% | +6.2% |
| 30D | -11.6% | -1.5% | -10.1% | -13.1% |
| 3M | -29.9% | +0.8% | -30.7% | -28.4% |
| 6M | -28.5% | +7.4% | -36.0% | -20.1% |
| YTD | -20.4% | +15.2% | -35.6% | -0.6% |
| 1Y | -33.3% | +16.5% | -49.8% | -14.3% |
| All | -77.5% | +16.7% | -94.3% | -68.5% |
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