-28.4%
MKTX vs PLTU
+129.7%
-158.1%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.4% | +4.3% | -0.2% |
| 7D | -0.2% | -17.7% | +17.6% | -0.4% |
| 30D | +0.8% | -12.5% | +13.3% | +0.7% |
| 3M | +41.1% | +39.5% | +1.7% | +42.2% |
| 6M | -9.5% | -7.0% | -2.6% | -9.4% |
| YTD | -8.7% | -38.1% | +29.4% | -9.5% |
| 1Y | -10.0% | -36.0% | +26.0% | -10.3% |
| All | -28.4% | +129.7% | -158.1% | -27.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling