-39.8%
MSTU vs PLTU
+6.3%
-46.2%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -9.0% | +5.9% | +1.2% |
| 7D | +21.3% | -13.6% | +34.9% | +30.4% |
| 30D | +90.8% | +16.7% | +74.1% | +80.2% |
| 3M | -6.8% | +29.6% | -36.3% | -18.4% |
| 6M | -39.8% | -0.1% | -39.7% | -42.8% |
| All | -39.8% | +6.3% | -46.2% | -42.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling