+272.6%
MXL vs PLTU
+129.7%
+142.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -4.4% | +1.3% | -2.4% |
| 7D | +16.6% | -17.7% | +34.4% | +19.7% |
| 30D | +0.5% | -12.5% | +13.0% | +1.4% |
| 3M | -3.6% | +39.5% | -43.1% | -12.7% |
| 6M | +328.0% | -7.0% | +335.0% | +305.2% |
| YTD | +297.8% | -38.1% | +335.9% | +298.9% |
| 1Y | +339.4% | -36.0% | +375.4% | +326.5% |
| All | +272.6% | +129.7% | +142.9% | +126.3% |
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