+53.9%
MCK vs PLTU
+129.7%
-75.9%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.4% | +3.2% | -1.2% |
| 7D | -4.4% | -17.7% | +13.3% | -4.5% |
| 30D | -2.2% | -12.5% | +10.3% | -2.3% |
| 3M | +11.6% | +39.5% | -27.9% | +11.9% |
| 6M | -4.9% | -7.0% | +2.0% | -4.9% |
| YTD | +7.7% | -38.1% | +45.8% | +7.9% |
| 1Y | +25.2% | -36.0% | +61.2% | +25.5% |
| All | +53.9% | +129.7% | -75.9% | +53.6% |
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 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