+44.3%
MTUM vs PLTU
+129.7%
-85.4%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.4% | +2.4% | -1.6% |
| 7D | +1.2% | -17.7% | +19.0% | +2.9% |
| 30D | -1.7% | -12.5% | +10.8% | -1.0% |
| 3M | -0.5% | +39.5% | -40.0% | -5.7% |
| 6M | +22.3% | -7.0% | +29.3% | +18.9% |
| YTD | +21.4% | -38.1% | +59.4% | +22.1% |
| 1Y | +20.0% | -36.0% | +56.0% | +18.4% |
| All | +44.3% | +129.7% | -85.4% | +11.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling