+24.4%
MTB vs PLTU
+129.7%
-105.3%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.4% | +4.8% | +0.6% |
| 7D | -0.4% | -17.7% | +17.3% | +0.4% |
| 30D | -4.6% | -12.5% | +7.9% | -4.2% |
| 3M | +7.4% | +39.5% | -32.1% | +4.4% |
| 6M | +18.7% | -7.0% | +25.6% | +16.9% |
| YTD | +21.1% | -38.1% | +59.1% | +21.6% |
| 1Y | +24.1% | -36.0% | +60.1% | +22.9% |
| All | +24.4% | +129.7% | -105.3% | +4.7% |
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