+16.4%
MKSI vs PLTU
-12.8%
+29.2%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -4.4% | +2.1% | -2.2% |
| 7D | +4.9% | -17.7% | +22.6% | +5.2% |
| 30D | -11.0% | -12.5% | +1.5% | -10.8% |
| 3M | -17.1% | +39.5% | -56.6% | -16.8% |
| 6M | +16.4% | -7.0% | +23.4% | +21.9% |
| All | +16.4% | -12.8% | +29.2% | +21.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling