+18.7%
MA vs PLTU
-53.1%
+71.9%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +7.1% | -7.6% | -0.7% |
| 7D | +2.3% | -25.3% | +27.6% | +2.9% |
| 30D | +14.7% | -34.5% | +49.2% | +15.6% |
| 3M | +13.5% | -3.4% | +16.8% | +13.1% |
| 6M | +33.1% | +12.4% | +20.7% | +31.1% |
| YTD | +15.1% | -45.1% | +60.2% | +14.8% |
| 1Y | +18.7% | -45.7% | +64.4% | +18.1% |
| All | +18.7% | -53.1% | +71.9% | +18.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling