-26.5%
MOD vs PLTU
+103.5%
-130.0%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +7.1% | -1.4% | +4.7% |
| 7D | -25.5% | -25.3% | -0.2% | -22.5% |
| 30D | -49.0% | -34.5% | -14.5% | -46.1% |
| 3M | -49.8% | -3.4% | -46.5% | -50.0% |
| 6M | -64.8% | +12.4% | -77.2% | -66.8% |
| YTD | -27.6% | -45.1% | +17.5% | -25.8% |
| 1Y | -35.2% | -45.7% | +10.5% | -33.6% |
| All | -26.5% | +103.5% | -130.0% | -52.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling