+23.6%
MA vs PLTU
+103.5%
-79.9%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +7.1% | -7.6% | -0.7% |
| 7D | +2.3% | -25.3% | +27.6% | +3.3% |
| 30D | +14.7% | -34.5% | +49.2% | +16.1% |
| 3M | +13.5% | -3.4% | +16.8% | +13.0% |
| 6M | +33.1% | +12.4% | +20.7% | +30.4% |
| YTD | +15.1% | -45.1% | +60.2% | +15.2% |
| 1Y | +18.7% | -45.7% | +64.4% | +18.5% |
| All | +23.6% | +103.5% | -79.9% | +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 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