+51.8%
MOD vs PLTD
-77.8%
+129.6%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +4.6% | -0.3% | +5.5% |
| 7D | +9.6% | +5.9% | +3.7% | +11.4% |
| 30D | 0.0% | -11.6% | +11.6% | -2.7% |
| 3M | -35.4% | -29.9% | -5.4% | -39.4% |
| 6M | -7.3% | -28.5% | +21.3% | -11.6% |
| YTD | +45.8% | -20.4% | +66.2% | +45.6% |
| 1Y | +43.1% | -33.3% | +76.4% | +37.0% |
| All | +51.8% | -77.8% | +129.6% | -1.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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