+33.4%
MMM vs PLTU
+142.1%
-108.8%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.7% | +4.1% | -0.4% |
| 7D | -1.6% | -11.6% | +10.0% | -1.2% |
| 30D | -8.0% | -4.6% | -3.4% | -8.0% |
| 3M | +9.4% | +33.7% | -24.4% | +6.9% |
| 6M | +10.2% | -9.4% | +19.6% | +9.2% |
| YTD | +6.1% | -34.7% | +40.8% | +6.8% |
| 1Y | +10.8% | -23.2% | +34.0% | +8.5% |
| All | +33.4% | +142.1% | -108.8% | +14.0% |
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