+10.9%
MGY vs PLTU
+129.7%
-118.8%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.4% | +4.0% | -0.2% |
| 7D | +1.8% | -17.7% | +19.5% | +2.5% |
| 30D | +6.5% | -12.5% | +19.0% | +6.8% |
| 3M | +0.3% | +39.5% | -39.2% | -1.8% |
| 6M | -2.4% | -7.0% | +4.6% | -3.1% |
| YTD | +29.0% | -38.1% | +67.1% | +30.3% |
| 1Y | +17.0% | -36.0% | +53.0% | +16.6% |
| All | +10.9% | +129.7% | -118.8% | -5.2% |
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