+41.9%
CMI vs PLTU
-18.5%
+60.4%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -9.0% | +11.8% | +2.9% |
| 7D | -0.7% | -13.6% | +12.9% | -0.6% |
| 30D | -13.4% | +16.7% | -30.1% | -13.6% |
| 3M | -17.0% | +29.6% | -46.6% | -16.5% |
| 6M | -1.6% | -0.1% | -1.5% | -0.3% |
| YTD | +11.0% | -31.5% | +42.5% | +14.9% |
| 1Y | +41.9% | -19.7% | +61.6% | +42.2% |
| All | +41.9% | -18.5% | +60.4% | +42.2% |
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