-32.7%
MKC vs PLTU
+154.0%
-186.8%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -9.0% | +8.1% | -1.0% |
| 7D | -5.9% | -13.6% | +7.7% | -5.9% |
| 30D | -0.9% | +16.7% | -17.5% | -0.7% |
| 3M | +12.7% | +29.6% | -16.8% | +12.9% |
| 6M | -19.3% | -0.1% | -19.2% | -19.2% |
| YTD | -22.2% | -31.5% | +9.4% | -22.2% |
| 1Y | -23.3% | -19.7% | -3.6% | -23.5% |
| All | -32.7% | +154.0% | -186.8% | -35.4% |
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 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