+6.0%
MSCI vs PLTU
+131.7%
-125.7%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.1% | -0.4% | -1.5% |
| 7D | -0.7% | +21.9% | -22.6% | -1.7% |
| 30D | +16.2% | -35.3% | +51.4% | +18.3% |
| 3M | +16.1% | -7.7% | +23.8% | +15.9% |
| 6M | +12.9% | +24.2% | -11.3% | +9.6% |
| YTD | +14.8% | -37.5% | +52.4% | +13.9% |
| 1Y | +13.8% | -43.6% | +57.4% | +13.2% |
| All | +6.0% | +131.7% | -125.7% | -10.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling