+565.8%
PLTR vs MDT
-19.6%
+585.4%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.9% | -0.4% | -1.4% |
| 7D | -5.3% | +0.4% | -5.7% | -5.5% |
| 30D | -1.0% | +6.0% | -7.0% | -3.9% |
| 3M | +24.8% | +15.5% | +9.3% | +15.4% |
| 6M | +8.4% | +3.4% | +5.0% | +6.2% |
| YTD | -4.2% | -2.2% | -2.0% | -3.5% |
| 1Y | +9.1% | +2.6% | +6.5% | +6.1% |
| 3Y | +1,025.6% | +27.5% | +998.1% | +823.8% |
| 5Y | +565.8% | -20.1% | +585.8% | +670.9% |
| All | +565.8% | -19.6% | +585.4% | +670.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MDT.
Daily Out/Under-Performance
Portfolio return minus MDT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDT 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 MDT 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