-11.5%
MOS vs PLTU
+103.5%
-115.0%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +7.1% | -7.0% | -0.1% |
| 7D | +21.6% | -25.3% | +46.9% | +22.9% |
| 30D | +12.0% | -34.5% | +46.5% | +13.6% |
| 3M | -3.9% | -3.4% | -0.5% | -4.9% |
| 6M | -3.3% | +12.4% | -15.7% | -6.7% |
| YTD | -4.6% | -45.1% | +40.5% | -5.0% |
| 1Y | -7.0% | -45.7% | +38.7% | -7.8% |
| All | -11.5% | +103.5% | -115.0% | -25.8% |
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 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