-7.1%
CMG vs PLTU
-35.4%
+28.3%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.6% | -1.4% | +0.2% |
| 7D | -2.1% | -8.1% | +6.1% | -2.2% |
| 30D | +10.9% | -7.0% | +17.9% | +10.9% |
| 3M | +15.8% | +40.0% | -24.2% | +17.1% |
| 6M | +6.9% | -6.0% | +12.9% | +9.1% |
| YTD | -2.2% | -37.1% | +34.9% | -1.0% |
| 1Y | -7.1% | -33.1% | +26.1% | -1.2% |
| All | -7.1% | -35.4% | +28.3% | -1.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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