-80.8%
MSTZ vs PLTU
+90.0%
-170.9%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +17.7% | -19.6% | +37.3% | +7.0% |
| 7D | +13.4% | -39.1% | +52.5% | -10.7% |
| 30D | +37.5% | -37.6% | +75.1% | +13.5% |
| 3M | -69.9% | -12.7% | -57.2% | -66.8% |
| 6M | -32.0% | +1.7% | -33.7% | -2.0% |
| YTD | -81.2% | -48.8% | -32.4% | -76.0% |
| 1Y | -56.1% | -56.2% | +0.1% | -44.9% |
| All | -80.8% | +90.0% | -170.9% | +22.1% |
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