+10.9%
MO vs PLTU
-35.5%
+46.4%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -4.4% | +5.7% | +1.2% |
| 7D | -1.0% | -17.7% | +16.7% | -1.7% |
| 30D | +5.8% | -12.5% | +18.3% | +5.4% |
| 3M | -4.5% | +39.5% | -44.0% | -2.5% |
| 6M | +5.7% | -7.0% | +12.7% | +6.9% |
| YTD | +23.1% | -38.1% | +61.2% | +23.8% |
| 1Y | +10.9% | -36.0% | +46.9% | +11.9% |
| All | +10.9% | -35.5% | +46.4% | +11.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling