+12.0%
MSCI vs PLTU
-53.1%
+65.2%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +7.1% | -9.4% | -2.6% |
| 7D | +2.8% | -25.3% | +28.2% | +4.1% |
| 30D | +15.4% | -34.5% | +49.9% | +17.3% |
| 3M | +13.4% | -3.4% | +16.8% | +12.9% |
| 6M | +10.9% | +12.4% | -1.5% | +8.4% |
| YTD | +13.0% | -45.1% | +58.1% | +10.3% |
| 1Y | +12.0% | -45.7% | +57.7% | +9.3% |
| All | +12.0% | -53.1% | +65.2% | +9.3% |
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