-8.2%
MSFU vs PLTU
+154.0%
-162.2%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -9.0% | +4.9% | -2.5% |
| 7D | -5.7% | -13.6% | +7.9% | -3.3% |
| 30D | +4.2% | +16.7% | -12.5% | +0.3% |
| 3M | +27.9% | +29.6% | -1.7% | +16.7% |
| 6M | +37.1% | -0.1% | +37.2% | +29.5% |
| YTD | -7.4% | -31.5% | +24.1% | -8.2% |
| 1Y | -19.6% | -19.7% | +0.1% | -24.2% |
| All | -8.2% | +154.0% | -162.2% | -39.1% |
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