+284.3%
MXL vs PLTU
+140.2%
+144.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -0.8% | +8.3% | +7.6% |
| 7D | +19.0% | -0.8% | +19.7% | +18.6% |
| 30D | +4.5% | -8.8% | +13.3% | +4.8% |
| 3M | -1.5% | +41.7% | -43.2% | -10.9% |
| 6M | +348.6% | -9.3% | +357.9% | +327.7% |
| YTD | +310.3% | -35.2% | +345.5% | +308.7% |
| 1Y | +344.7% | -29.5% | +374.2% | +323.5% |
| All | +284.3% | +140.2% | +144.1% | +131.9% |
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