-80.7%
MSTZ vs PLTU
+103.5%
-184.2%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +7.1% | -6.3% | +4.6% |
| 7D | -1.2% | -25.3% | +24.1% | -14.0% |
| 30D | +22.2% | -34.5% | +56.7% | +3.7% |
| 3M | -70.4% | -3.4% | -67.0% | -65.5% |
| 6M | -31.0% | +12.4% | -43.4% | +5.0% |
| YTD | -81.0% | -45.1% | -35.9% | -74.9% |
| 1Y | -61.2% | -45.7% | -15.5% | -46.1% |
| All | -80.7% | +103.5% | -184.2% | +27.8% |
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