-33.3%
PLTD vs MTB
+23.4%
-56.6%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.1% | +4.7% | +4.6% |
| 7D | +5.9% | +1.7% | +4.2% | +6.2% |
| 30D | -11.6% | -4.2% | -7.4% | -12.1% |
| 3M | -29.9% | +8.9% | -38.8% | -29.3% |
| 6M | -28.5% | +10.9% | -39.4% | -27.4% |
| YTD | -20.4% | +21.5% | -41.9% | -15.3% |
| 1Y | -33.3% | +21.9% | -55.2% | -30.1% |
| All | -33.3% | +23.4% | -56.6% | -30.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 MTB 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