-75.3%
PLTD vs TMF
-29.7%
-45.6%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | +0.6% | +8.9% | +9.5% |
| 7D | +25.1% | +2.7% | +22.3% | +24.8% |
| 30D | +21.0% | +19.3% | +1.7% | +19.6% |
| 3M | -2.9% | -3.7% | +0.7% | -2.8% |
| 6M | -27.8% | -11.3% | -16.5% | -26.9% |
| YTD | -12.6% | -16.6% | +4.0% | -11.0% |
| 1Y | -9.8% | -21.1% | +11.3% | -7.3% |
| All | -75.3% | -29.7% | -45.6% | -74.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling