-16.8%
PLTD vs MKC
-24.7%
+7.9%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.0% | +0.2% | -1.4% |
| 7D | -1.6% | -7.0% | +5.5% | -0.3% |
| 30D | +18.5% | +4.1% | +14.4% | +17.9% |
| 3M | -2.4% | -10.3% | +7.9% | -1.6% |
| 6M | -34.6% | +1.7% | -36.3% | -36.5% |
| YTD | -21.4% | -29.1% | +7.7% | -11.5% |
| 1Y | -16.8% | -26.0% | +9.2% | -9.1% |
| All | -16.8% | -24.7% | +7.9% | -9.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 1y: compounded portfolio wealth divided by compounded MKC 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…
1y analysis · Full analysis span regression · 6 months rolling