+27.6%
MCK vs PLTU
-47.9%
+75.5%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -4.5% | +11.5% | +6.9% |
| 7D | +11.3% | -24.5% | +35.9% | +11.0% |
| 30D | +16.8% | -20.2% | +37.0% | +16.5% |
| 3M | +28.9% | +3.1% | +25.8% | +29.0% |
| 6M | +32.7% | +8.7% | +23.9% | +32.6% |
| YTD | +30.8% | -36.2% | +67.0% | +32.1% |
| 1Y | +27.6% | -47.1% | +74.7% | +28.5% |
| All | +27.6% | -47.9% | +75.5% | +28.5% |
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