-77.4%
PLTD vs MTB
+15.5%
-92.9%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +2.3% | -7.8% | -4.0% |
| 7D | +4.2% | -0.8% | +5.0% | +3.9% |
| 30D | +20.8% | +2.4% | +18.4% | +23.0% |
| 3M | -2.6% | -10.5% | +7.9% | -9.2% |
| 6M | -33.1% | +6.4% | -39.5% | -29.3% |
| YTD | -20.0% | +12.8% | -32.9% | -10.1% |
| 1Y | -21.6% | +23.3% | -44.9% | -3.2% |
| All | -77.4% | +15.5% | -92.9% | -68.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling