+54.0%
MCK vs PLTU
+133.3%
-79.4%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.6% | -1.5% | +0.1% |
| 7D | -2.9% | -8.1% | +5.2% | -3.0% |
| 30D | +0.4% | -7.0% | +7.5% | +0.4% |
| 3M | +12.1% | +40.0% | -27.9% | +12.4% |
| 6M | -5.4% | -6.0% | +0.5% | -5.4% |
| YTD | +7.8% | -37.1% | +44.9% | +8.0% |
| 1Y | +22.9% | -33.1% | +56.1% | +23.3% |
| All | +54.0% | +133.3% | -79.4% | +53.8% |
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