-28.3%
MKTX vs PLTU
+142.1%
-170.5%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.7% | +4.6% | -0.1% |
| 7D | +0.4% | -11.6% | +12.0% | +0.3% |
| 30D | +1.0% | -4.6% | +5.6% | +1.0% |
| 3M | +41.3% | +33.7% | +7.5% | +42.2% |
| 6M | -11.3% | -9.4% | -1.9% | -11.4% |
| YTD | -8.6% | -34.7% | +26.2% | -9.3% |
| 1Y | -11.1% | -23.2% | +12.2% | -11.0% |
| All | -28.3% | +142.1% | -170.5% | -27.5% |
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