-6.7%
MLM vs PLTU
+131.7%
-138.4%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.1% | -0.2% | -1.3% |
| 7D | -2.0% | +21.9% | -23.9% | -2.7% |
| 30D | +9.5% | -35.3% | +44.8% | +10.8% |
| 3M | -4.7% | -7.7% | +3.0% | -5.0% |
| 6M | -10.7% | +24.2% | -35.0% | -12.7% |
| YTD | -16.6% | -37.5% | +21.0% | -16.7% |
| 1Y | -15.4% | -43.6% | +28.2% | -15.2% |
| All | -6.7% | +131.7% | -138.4% | -17.7% |
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 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