-77.9%
MSTZ vs PLTU
+154.0%
-231.9%
-89.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -9.0% | +11.6% | -2.2% |
| 7D | -29.7% | -13.6% | -16.1% | -31.3% |
| 30D | -65.3% | +16.7% | -82.0% | -58.8% |
| 3M | -57.3% | +29.6% | -86.9% | -38.2% |
| 6M | -61.6% | -0.1% | -61.5% | -45.7% |
| YTD | -78.3% | -31.5% | -46.8% | -70.3% |
| 1Y | -30.2% | -19.7% | -10.5% | +16.4% |
| All | -77.9% | +154.0% | -231.9% | +51.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling