-21.6%
MOD vs PLTU
+124.7%
-146.4%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.6% | -2.3% | -2.8% |
| 7D | -17.8% | -9.2% | -8.6% | -16.7% |
| 30D | -43.2% | -37.3% | -5.9% | -39.6% |
| 3M | -46.0% | -14.7% | -31.4% | -45.2% |
| 6M | -62.2% | +17.3% | -79.5% | -64.5% |
| YTD | -22.8% | -39.4% | +16.6% | -21.9% |
| 1Y | -35.5% | -50.6% | +15.1% | -32.1% |
| All | -21.6% | +124.7% | -146.4% | -49.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling