-5.4%
MAS vs PLTU
+154.0%
-159.4%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -9.0% | +10.8% | +2.1% |
| 7D | -0.8% | -13.6% | +12.8% | -0.4% |
| 30D | -5.6% | +16.7% | -22.2% | -6.2% |
| 3M | +4.4% | +29.6% | -25.1% | +2.9% |
| 6M | +7.2% | -0.1% | +7.3% | +5.8% |
| YTD | +16.1% | -31.5% | +47.6% | +15.8% |
| 1Y | +0.1% | -19.7% | +19.8% | -1.6% |
| All | -5.4% | +154.0% | -159.4% | -16.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling