+3.2%
MOD vs PLTU
+121.9%
-118.7%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +27.9% | -4.2% | +32.1% | +28.5% |
| 7D | +40.4% | +9.0% | +31.4% | +38.5% |
| 30D | -14.0% | -33.0% | +19.0% | -9.5% |
| 3M | -33.3% | -19.0% | -14.4% | -31.9% |
| 6M | -51.4% | +30.4% | -81.8% | -55.2% |
| YTD | +1.6% | -40.2% | +41.8% | +2.8% |
| 1Y | +5.4% | -37.8% | +43.2% | +5.4% |
| All | +3.2% | +121.9% | -118.7% | -33.8% |
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