-3.3%
MSFU vs PLTU
+134.3%
-137.5%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +4.3% | -9.0% | -5.6% |
| 7D | -12.7% | -0.9% | -11.8% | -12.8% |
| 30D | -9.0% | -34.7% | +25.7% | -2.2% |
| 3M | +2.9% | -10.8% | +13.7% | +3.5% |
| 6M | +43.5% | +24.1% | +19.5% | +30.6% |
| YTD | -2.4% | -36.8% | +34.4% | -2.9% |
| 1Y | -13.5% | -47.0% | +33.5% | -12.2% |
| All | -3.3% | +134.3% | -137.5% | -35.6% |
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