+24.2%
MA vs PLTU
+126.1%
-101.9%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +11.1% | -10.6% | +0.1% |
| 7D | -0.3% | -11.7% | +11.4% | 0.0% |
| 30D | +11.3% | -36.9% | +48.2% | +12.9% |
| 3M | +16.7% | -10.9% | +27.6% | +16.6% |
| 6M | +32.8% | +18.0% | +14.8% | +29.9% |
| YTD | +15.6% | -39.0% | +54.6% | +15.3% |
| 1Y | +19.6% | -41.5% | +61.1% | +19.1% |
| All | +24.2% | +126.1% | -101.9% | +9.0% |
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 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