-4.8%
MLM vs PLTU
+90.0%
-94.9%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -19.6% | +14.5% | -4.5% |
| 7D | -1.2% | -39.1% | +37.9% | +0.2% |
| 30D | +7.9% | -37.6% | +45.5% | +9.3% |
| 3M | -4.5% | -12.7% | +8.3% | -4.6% |
| 6M | -12.6% | +1.7% | -14.4% | -14.0% |
| YTD | -14.9% | -48.8% | +33.9% | -14.4% |
| 1Y | -13.1% | -56.2% | +43.1% | -12.2% |
| All | -4.8% | +90.0% | -94.9% | -15.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling