+55.0%
CMI vs PLTU
+133.3%
-78.3%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.6% | -0.4% | +1.1% |
| 7D | -0.7% | -8.1% | +7.4% | -0.2% |
| 30D | -12.4% | -7.0% | -5.4% | -12.3% |
| 3M | -14.8% | +40.0% | -54.8% | -18.0% |
| 6M | +0.8% | -6.0% | +6.8% | -1.2% |
| YTD | +10.2% | -37.1% | +47.3% | +11.3% |
| 1Y | +37.4% | -33.1% | +70.6% | +36.0% |
| All | +55.0% | +133.3% | -78.3% | +24.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling