+9.8%
MGY vs PLTU
+142.1%
-132.4%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -4.7% | +7.0% | +2.5% |
| 7D | -0.9% | -11.6% | +10.7% | -0.5% |
| 30D | +10.1% | -4.6% | +14.7% | +10.1% |
| 3M | -1.5% | +33.7% | -35.2% | -3.2% |
| 6M | -4.9% | -9.4% | +4.5% | -5.3% |
| YTD | +27.7% | -34.7% | +62.4% | +28.8% |
| 1Y | +20.1% | -23.2% | +43.3% | +18.1% |
| All | +9.8% | +142.1% | -132.4% | -6.3% |
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