+666.7%
MU vs PLTU
+121.9%
+544.7%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -4.2% | +1.7% | -1.9% |
| 7D | +12.8% | +9.0% | +3.8% | +11.4% |
| 30D | -14.9% | -33.0% | +18.1% | -9.8% |
| 3M | -18.0% | -19.0% | +0.9% | -16.1% |
| 6M | -3.1% | +30.4% | -33.5% | -10.8% |
| YTD | +172.9% | -40.2% | +213.1% | +177.8% |
| 1Y | +228.8% | -37.8% | +266.6% | +231.8% |
| All | +666.7% | +121.9% | +544.7% | +459.3% |
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