-9.9%
MOS vs PLTU
+126.1%
-136.0%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +11.1% | -9.3% | +1.4% |
| 7D | +19.7% | -11.7% | +31.4% | +20.1% |
| 30D | +21.5% | -36.9% | +58.4% | +23.6% |
| 3M | -0.4% | -10.9% | +10.5% | -0.8% |
| 6M | +4.5% | +18.0% | -13.5% | +0.9% |
| YTD | -2.9% | -39.0% | +36.1% | -3.7% |
| 1Y | -7.7% | -41.5% | +33.8% | -8.7% |
| All | -9.9% | +126.1% | -136.0% | -24.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling