-45.1%
CMG vs PLTU
+140.2%
-185.3%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.8% | -1.7% | -2.5% |
| 7D | -6.5% | -0.8% | -5.7% | -6.5% |
| 30D | +12.1% | -8.8% | +20.9% | +12.2% |
| 3M | +20.6% | +41.7% | -21.1% | +18.0% |
| 6M | +2.1% | -9.3% | +11.4% | +1.8% |
| YTD | -2.6% | -35.2% | +32.6% | -1.7% |
| 1Y | -8.7% | -29.5% | +20.8% | -9.5% |
| All | -45.1% | +140.2% | -185.3% | -53.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling