-77.4%
PLTD vs MKC
-39.2%
-38.1%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.4% | +2.6% | +0.5% |
| 7D | +2.8% | -2.4% | +5.2% | +3.1% |
| 30D | +21.1% | +5.4% | +15.7% | +20.5% |
| 3M | -0.7% | -11.1% | +10.4% | +0.2% |
| 6M | -33.0% | -1.4% | -31.6% | -33.7% |
| YTD | -19.9% | -29.4% | +9.5% | -15.6% |
| 1Y | -13.9% | -24.7% | +10.9% | -9.8% |
| All | -77.4% | -39.2% | -38.1% | -77.4% |
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