+496.1%
PLTR vs MOD
+720.4%
-224.3%
-77.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.7% | -7.3% | -2.5% | -7.7% |
| 7D | -21.1% | -34.2% | +13.1% | -12.2% |
| 30D | -19.3% | -51.9% | +32.6% | -2.5% |
| 3M | -2.2% | -53.0% | +50.9% | +18.1% |
| 6M | +14.0% | -66.4% | +80.4% | +46.6% |
| YTD | -12.8% | -31.5% | +18.7% | -14.2% |
| 1Y | -17.5% | -39.6% | +22.0% | -16.0% |
| 3Y | +720.5% | +116.8% | +603.7% | +393.2% |
| 5Y | +496.1% | +713.8% | -217.7% | +92.8% |
| All | +496.1% | +720.4% | -224.3% | +92.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MOD.
Daily Out/Under-Performance
Portfolio return minus MOD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOD 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 MOD 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