+11.6%
CMS vs PLTU
+90.0%
-78.5%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -19.6% | +19.2% | -0.7% |
| 7D | +1.7% | -39.1% | +40.8% | +1.0% |
| 30D | +8.6% | -37.6% | +46.2% | +8.0% |
| 3M | -0.5% | -12.7% | +12.2% | -0.6% |
| 6M | -4.2% | +1.7% | -5.9% | -3.9% |
| YTD | +3.4% | -48.8% | +52.2% | +3.5% |
| 1Y | +0.4% | -56.2% | +56.6% | +0.4% |
| All | +11.6% | +90.0% | -78.5% | +10.4% |
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