-6.6%
MLM vs PLTU
+103.5%
-110.1%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +7.1% | -8.9% | -2.1% |
| 7D | -4.1% | -25.3% | +21.2% | -3.3% |
| 30D | +8.2% | -34.5% | +42.7% | +9.4% |
| 3M | -3.6% | -3.4% | -0.2% | -4.1% |
| 6M | -15.6% | +12.4% | -28.0% | -17.2% |
| YTD | -16.4% | -45.1% | +28.7% | -16.2% |
| 1Y | -14.3% | -45.7% | +31.3% | -14.3% |
| All | -6.6% | +103.5% | -110.1% | -17.2% |
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