-61.7%
MSTZ vs PLTU
-41.9%
-19.8%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -1.1% | +13.9% | +12.2% |
| 7D | +25.6% | +21.9% | +3.7% | +40.8% |
| 30D | +50.6% | -35.3% | +85.8% | +25.3% |
| 3M | -64.5% | -7.7% | -56.8% | -59.9% |
| 6M | -14.0% | +24.2% | -38.3% | +36.5% |
| YTD | -76.4% | -37.5% | -38.8% | -61.7% |
| All | -61.7% | -41.9% | -19.8% | -32.9% |
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