-32.6%
MOH vs PLTD
-76.7%
+44.1%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.3% | +0.9% | +2.9% |
| 7D | -1.3% | +9.9% | -11.2% | -2.3% |
| 30D | +3.0% | +3.8% | -0.9% | +2.4% |
| 3M | +1.2% | -32.3% | +33.5% | +4.3% |
| 6M | +41.7% | -25.9% | +67.6% | +43.8% |
| YTD | +15.4% | -16.4% | +31.8% | +15.8% |
| 1Y | +11.8% | -25.2% | +36.9% | +13.0% |
| All | -32.6% | -76.7% | +44.1% | -28.3% |
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