-76.1%
PLTD vs MTB
+12.9%
-89.0%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.9% | -2.3% | -3.8% |
| 7D | +13.7% | -1.3% | +15.1% | +12.8% |
| 30D | +18.4% | +0.5% | +17.9% | +19.0% |
| 3M | -7.5% | -12.4% | +4.9% | -15.0% |
| 6M | -31.3% | +1.5% | -32.8% | -29.9% |
| YTD | -15.4% | +10.3% | -25.7% | -6.3% |
| 1Y | -18.4% | +22.2% | -40.6% | +0.7% |
| All | -76.1% | +12.9% | -89.0% | -67.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling