+14.2%
MS vs PLTU
-56.2%
+70.4%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -19.6% | +13.7% | -4.6% |
| 7D | -3.4% | -39.1% | +35.7% | -0.4% |
| 30D | -3.9% | -37.6% | +33.7% | -1.2% |
| 3M | -15.9% | -12.7% | -3.2% | -15.6% |
| 6M | -2.5% | +1.7% | -4.2% | -4.2% |
| YTD | +5.1% | -48.8% | +53.9% | +6.6% |
| All | +14.2% | -56.2% | +70.4% | +15.0% |
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 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