+46.1%
MTUM vs PLTU
+133.3%
-87.2%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.6% | -0.3% | +1.1% |
| 7D | +0.7% | -8.1% | +8.9% | +1.4% |
| 30D | -2.4% | -7.0% | +4.6% | -2.2% |
| 3M | -3.6% | +40.0% | -43.7% | -8.7% |
| 6M | +23.7% | -6.0% | +29.6% | +20.1% |
| YTD | +22.9% | -37.1% | +60.0% | +23.5% |
| 1Y | +21.8% | -33.1% | +54.9% | +19.6% |
| All | +46.1% | +133.3% | -87.2% | +13.1% |
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 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