+237.1%
MXL vs PLTU
+154.0%
+83.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -9.0% | +14.6% | +6.8% |
| 7D | +1.6% | -13.6% | +15.2% | +3.3% |
| 30D | -7.0% | +16.7% | -23.7% | -10.3% |
| 3M | -33.4% | +29.6% | -63.0% | -38.4% |
| 6M | +260.2% | -0.1% | +260.3% | +237.7% |
| YTD | +260.0% | -31.5% | +291.5% | +255.9% |
| 1Y | +303.5% | -19.7% | +323.2% | +274.6% |
| All | +237.1% | +154.0% | +83.1% | +102.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling