+11.1%
MGY vs PLTU
+133.3%
-122.3%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.6% | -1.4% | +0.1% |
| 7D | +3.5% | -8.1% | +11.7% | +3.8% |
| 30D | +5.3% | -7.0% | +12.3% | +5.4% |
| 3M | +2.6% | +40.0% | -37.4% | +0.5% |
| 6M | -3.3% | -6.0% | +2.7% | -4.0% |
| YTD | +29.2% | -37.1% | +66.3% | +30.5% |
| 1Y | +18.0% | -33.1% | +51.2% | +17.2% |
| All | +11.1% | +133.3% | -122.3% | -5.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling