-38.7%
MKC vs PLTU
+121.9%
-160.6%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -4.2% | +5.4% | +1.1% |
| 7D | -3.0% | +9.0% | -12.0% | -2.9% |
| 30D | +4.8% | -33.0% | +37.8% | +4.4% |
| 3M | -12.8% | -19.0% | +6.1% | -13.0% |
| 6M | +5.0% | +30.4% | -25.4% | +5.4% |
| YTD | -29.1% | -40.2% | +11.1% | -29.2% |
| 1Y | -26.4% | -37.8% | +11.4% | -26.5% |
| All | -38.7% | +121.9% | -160.6% | -41.2% |
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 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