+116.3%
PLTU vs MDY
+14.3%
+102.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.8% | -0.6% |
| 7D | -8.1% | -1.9% | -6.3% | -3.2% |
| 30D | -7.0% | -4.6% | -2.4% | +6.1% |
| 3M | +40.0% | -1.2% | +41.2% | +46.2% |
| 6M | -6.0% | +9.2% | -15.2% | -27.7% |
| YTD | -37.1% | +13.1% | -50.1% | -57.3% |
| 1Y | -33.1% | +13.0% | -46.1% | -53.4% |
| All | +116.3% | +14.3% | +102.1% | +67.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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