+10.8%
CMS vs PLTU
+134.3%
-123.5%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.3% | -4.5% | -0.2% |
| 7D | -1.1% | -0.9% | -0.2% | -1.1% |
| 30D | +6.6% | -34.7% | +41.3% | +6.1% |
| 3M | +0.8% | -10.8% | +11.6% | +0.8% |
| 6M | -3.3% | +24.1% | -27.4% | -2.8% |
| YTD | +2.7% | -36.8% | +39.6% | +3.1% |
| 1Y | -4.0% | -47.0% | +43.0% | -3.8% |
| All | +10.8% | +134.3% | -123.5% | +9.9% |
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