-61.2%
MSTZ vs PLTU
-53.1%
-8.0%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +7.1% | -6.3% | +4.8% |
| 7D | -1.2% | -25.3% | +24.1% | -14.6% |
| 30D | +22.2% | -34.5% | +56.7% | +2.7% |
| 3M | -70.4% | -3.4% | -67.0% | -65.8% |
| 6M | -31.0% | +12.4% | -43.4% | +3.2% |
| YTD | -81.0% | -45.1% | -35.9% | -72.0% |
| 1Y | -61.2% | -45.7% | -15.5% | -39.6% |
| All | -61.2% | -53.1% | -8.0% | -39.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling