+5.1%
MSCI vs PLTU
+126.1%
-121.0%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +11.1% | -10.3% | +0.3% |
| 7D | +1.5% | -11.7% | +13.2% | +1.9% |
| 30D | +14.4% | -36.9% | +51.3% | +16.7% |
| 3M | +15.2% | -10.9% | +26.1% | +15.1% |
| 6M | +11.2% | +18.0% | -6.8% | +8.2% |
| YTD | +13.9% | -39.0% | +53.0% | +13.2% |
| 1Y | +12.5% | -41.5% | +54.0% | +11.6% |
| All | +5.1% | +126.1% | -121.0% | -11.5% |
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 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