-7.0%
MOS vs PLTU
-53.1%
+46.1%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +7.1% | -7.0% | +0.1% |
| 7D | +21.6% | -25.3% | +46.9% | +21.8% |
| 30D | +12.0% | -34.5% | +46.5% | +12.3% |
| 3M | -3.9% | -3.4% | -0.5% | -4.8% |
| 6M | -3.3% | +12.4% | -15.7% | -5.9% |
| YTD | -4.6% | -45.1% | +40.5% | -8.0% |
| 1Y | -7.0% | -45.7% | +38.7% | -11.1% |
| All | -7.0% | -53.1% | +46.1% | -11.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling