+9.1%
MAS vs PLTU
+90.0%
-81.0%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -19.6% | +16.2% | -2.9% |
| 7D | +4.6% | -39.1% | +43.7% | +5.9% |
| 30D | +19.9% | -37.6% | +57.5% | +21.2% |
| 3M | +8.9% | -12.7% | +21.6% | +8.7% |
| 6M | +20.2% | +1.7% | +18.4% | +18.5% |
| YTD | +33.9% | -48.8% | +82.6% | +34.2% |
| 1Y | +34.7% | -56.2% | +90.8% | +35.5% |
| All | +9.1% | +90.0% | -81.0% | -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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling