+303.5%
MXL vs PLTU
-18.5%
+322.0%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -9.0% | +14.6% | +6.1% |
| 7D | +1.6% | -13.6% | +15.2% | +2.4% |
| 30D | -7.0% | +16.7% | -23.7% | -8.6% |
| 3M | -33.4% | +29.6% | -63.0% | -35.0% |
| 6M | +260.2% | -0.1% | +260.3% | +254.2% |
| YTD | +260.0% | -31.5% | +291.5% | +268.7% |
| 1Y | +303.5% | -19.7% | +323.2% | +333.0% |
| All | +303.5% | -18.5% | +322.0% | +333.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling