-76.9%
PLTD vs MKC
-33.8%
-43.2%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.8% | +1.2% | +0.4% |
| 7D | -0.9% | -4.3% | +3.4% | -0.6% |
| 30D | +1.3% | -3.1% | +4.4% | +1.5% |
| 3M | -32.9% | +6.8% | -39.7% | -34.0% |
| 6M | -24.9% | -18.3% | -6.5% | -22.2% |
| YTD | -18.2% | -23.1% | +4.8% | -14.5% |
| 1Y | -28.7% | -23.7% | -5.0% | -26.0% |
| All | -76.9% | -33.8% | -43.2% | -77.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling