+1.7%
OMC vs PLTU
+131.7%
-130.0%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.1% | -1.2% | -2.3% |
| 7D | -0.3% | +21.9% | -22.2% | -1.0% |
| 30D | +10.6% | -35.3% | +45.9% | +12.1% |
| 3M | +2.6% | -7.7% | +10.3% | +2.4% |
| 6M | +16.6% | +24.2% | -7.6% | +14.4% |
| YTD | +10.9% | -37.5% | +48.4% | +10.2% |
| 1Y | +22.1% | -43.6% | +65.6% | +21.4% |
| All | +1.7% | +131.7% | -130.0% | -9.3% |
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 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