+24.2%
MA vs PLTU
+90.0%
-65.8%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -19.6% | +17.1% | -1.8% |
| 7D | +3.2% | -39.1% | +42.3% | +4.9% |
| 30D | +15.9% | -37.6% | +53.5% | +17.6% |
| 3M | +15.2% | -12.7% | +27.9% | +15.0% |
| 6M | +32.4% | +1.7% | +30.6% | +30.2% |
| YTD | +15.6% | -48.8% | +64.4% | +16.1% |
| 1Y | +19.3% | -56.2% | +75.5% | +20.2% |
| All | +24.2% | +90.0% | -65.8% | +9.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling