+34.2%
MMM vs PLTU
+154.0%
-119.8%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -9.0% | +9.2% | +0.5% |
| 7D | -3.3% | -13.6% | +10.3% | -2.8% |
| 30D | -7.0% | +16.7% | -23.7% | -7.9% |
| 3M | +10.8% | +29.6% | -18.7% | +8.5% |
| 6M | +5.8% | -0.1% | +5.9% | +4.2% |
| YTD | +6.8% | -31.5% | +38.3% | +7.2% |
| 1Y | +10.4% | -19.7% | +30.1% | +8.0% |
| All | +34.2% | +154.0% | -119.8% | +14.5% |
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