-18.4%
PLTD vs TMF
-22.9%
+4.4%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.2% | -3.0% | -3.2% |
| 7D | +13.7% | +1.2% | +12.5% | +13.9% |
| 30D | +18.4% | +19.7% | -1.3% | +23.2% |
| 3M | -7.5% | -2.1% | -5.4% | -8.2% |
| 6M | -31.3% | -13.4% | -17.9% | -32.6% |
| YTD | -15.4% | -16.7% | +1.3% | -16.5% |
| 1Y | -18.4% | -23.3% | +4.9% | -21.2% |
| All | -18.4% | -22.9% | +4.4% | -21.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TMF.
Daily Out/Under-Performance
Portfolio return minus TMF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMF 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 TMF 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