+17.2%
MAR vs PLTU
+154.0%
-136.9%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -9.0% | +9.2% | +0.5% |
| 7D | -4.2% | -13.6% | +9.4% | -3.7% |
| 30D | -6.7% | +16.7% | -23.3% | -7.5% |
| 3M | -12.5% | +29.6% | -42.1% | -14.3% |
| 6M | +0.6% | -0.1% | +0.7% | -0.9% |
| YTD | +9.1% | -31.5% | +40.6% | +9.6% |
| 1Y | +26.2% | -19.7% | +45.9% | +22.8% |
| All | +17.2% | +154.0% | -136.9% | -3.4% |
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