+50.3%
MS vs PLTU
+90.0%
-39.7%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -19.6% | +13.7% | -4.1% |
| 7D | -3.4% | -39.1% | +35.7% | +0.9% |
| 30D | -3.9% | -37.6% | +33.7% | -0.1% |
| 3M | -15.9% | -12.7% | -3.2% | -15.8% |
| 6M | -2.5% | +1.7% | -4.2% | -6.0% |
| YTD | +5.1% | -48.8% | +53.9% | +6.7% |
| 1Y | +13.0% | -56.2% | +69.1% | +15.8% |
| All | +50.3% | +90.0% | -39.7% | +16.7% |
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