+19.1%
MA vs PLTU
-46.5%
+65.6%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +4.3% | -4.0% | +0.2% |
| 7D | -1.8% | -0.9% | -0.9% | -1.8% |
| 30D | +11.0% | -34.7% | +45.7% | +12.0% |
| 3M | +17.9% | -10.8% | +28.6% | +17.8% |
| 6M | +33.2% | +24.1% | +9.1% | +30.8% |
| YTD | +16.5% | -36.8% | +53.3% | +16.0% |
| 1Y | +19.1% | -47.0% | +66.1% | +19.2% |
| All | +19.1% | -46.5% | +65.6% | +19.2% |
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