-10.3%
MSFU vs PLTU
+142.1%
-152.4%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -4.7% | +2.4% | -1.4% |
| 7D | -3.2% | -11.6% | +8.4% | -1.1% |
| 30D | -3.1% | -4.6% | +1.5% | -2.7% |
| 3M | +35.3% | +33.7% | +1.5% | +22.6% |
| 6M | +31.6% | -9.4% | +41.0% | +26.6% |
| YTD | -9.5% | -34.7% | +25.2% | -9.5% |
| 1Y | -18.4% | -23.2% | +4.8% | -22.4% |
| All | -10.3% | +142.1% | -152.4% | -40.0% |
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 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