+47.9%
MAR vs PLTU
+131.7%
-83.8%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.1% | +0.1% | -1.0% |
| 7D | +1.8% | +21.9% | -20.1% | +1.0% |
| 30D | +14.3% | -35.3% | +49.6% | +15.9% |
| 3M | +20.0% | -7.7% | +27.7% | +19.8% |
| 6M | +21.7% | +24.2% | -2.5% | +18.6% |
| YTD | +37.7% | -37.5% | +75.2% | +38.3% |
| 1Y | +46.8% | -43.6% | +90.4% | +48.0% |
| All | +47.9% | +131.7% | -83.8% | +21.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling