-4.7%
MCO vs PLTU
+129.7%
-134.4%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.4% | +2.8% | -1.2% |
| 7D | -7.3% | -17.7% | +10.4% | -6.2% |
| 30D | -1.7% | -12.5% | +10.8% | -1.1% |
| 3M | +3.9% | +39.5% | -35.6% | +0.3% |
| 6M | +3.8% | -7.0% | +10.8% | +1.8% |
| YTD | -7.9% | -38.1% | +30.2% | -7.8% |
| 1Y | -6.8% | -36.0% | +29.1% | -8.2% |
| All | -4.7% | +129.7% | -134.4% | -20.4% |
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