-79.7%
MSTZ vs PLTU
+126.1%
-205.8%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +11.1% | -6.2% | +11.0% |
| 7D | +4.3% | -11.7% | +16.0% | -0.7% |
| 30D | +30.2% | -36.9% | +67.1% | +7.9% |
| 3M | -66.9% | -10.9% | -56.0% | -63.3% |
| 6M | -26.3% | +18.0% | -44.3% | +15.1% |
| YTD | -80.1% | -39.0% | -41.1% | -72.2% |
| 1Y | -57.5% | -41.5% | -16.0% | -38.6% |
| All | -79.7% | +126.1% | -205.8% | +41.8% |
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 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