+57.4%
MAR vs PLTU
-47.9%
+105.3%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -4.5% | +6.5% | +2.0% |
| 7D | +7.7% | -24.5% | +32.2% | +7.3% |
| 30D | +19.4% | -20.2% | +39.6% | +19.1% |
| 3M | +23.3% | +3.1% | +20.3% | +23.8% |
| 6M | +22.8% | +8.7% | +14.1% | +23.8% |
| YTD | +37.8% | -36.2% | +74.0% | +38.8% |
| 1Y | +57.4% | -47.1% | +104.5% | +59.3% |
| All | +57.4% | -47.9% | +105.3% | +59.3% |
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