-77.5%
PLTD vs MSTZ
-77.7%
+0.2%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +2.6% | +2.0% | +4.2% |
| 7D | +5.9% | -29.7% | +35.6% | +11.5% |
| 30D | -11.6% | -65.3% | +53.7% | +3.4% |
| 3M | -29.9% | -57.3% | +27.4% | -23.2% |
| 6M | -28.5% | -61.6% | +33.1% | -22.9% |
| YTD | -20.4% | -78.3% | +57.9% | -12.5% |
| 1Y | -33.3% | -30.2% | -3.0% | -44.3% |
| All | -77.5% | -77.7% | +0.2% | -79.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTZ.
Daily Out/Under-Performance
Portfolio return minus MSTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTZ 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 MSTZ 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