-97.8%
MSTU vs PLTD
-77.3%
-20.5%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.6% | +2.3% | -11.0% | -6.2% |
| 7D | +16.1% | +4.5% | +11.6% | +24.9% |
| 30D | +68.7% | -0.7% | +69.4% | +75.7% |
| 3M | -11.0% | -31.0% | +20.1% | -28.8% |
| 6M | -33.4% | -24.8% | -8.5% | -36.1% |
| YTD | -59.5% | -18.6% | -41.0% | -54.9% |
| 1Y | -93.4% | -31.8% | -61.6% | -93.3% |
| All | -97.8% | -77.3% | -20.5% | -99.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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