+12.0%
CMS vs PLTU
+121.9%
-109.9%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -4.2% | +5.9% | +1.6% |
| 7D | +1.7% | +9.0% | -7.3% | +1.9% |
| 30D | +6.2% | -33.0% | +39.2% | +5.7% |
| 3M | +0.6% | -19.0% | +19.6% | +0.5% |
| 6M | -1.8% | +30.4% | -32.2% | -1.2% |
| YTD | +3.8% | -40.2% | +44.0% | +4.1% |
| 1Y | -1.8% | -37.8% | +36.0% | -1.5% |
| All | +12.0% | +121.9% | -109.9% | +11.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling