-77.5%
PLTD vs TMF
-29.1%
-48.4%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.4% | +4.3% | +4.6% |
| 7D | +5.9% | -1.4% | +7.4% | +6.0% |
| 30D | -11.6% | -2.8% | -8.8% | -11.4% |
| 3M | -29.9% | -10.9% | -19.0% | -29.0% |
| 6M | -28.5% | -21.3% | -7.2% | -26.3% |
| YTD | -20.4% | -15.9% | -4.5% | -19.0% |
| 1Y | -33.3% | -15.7% | -17.5% | -32.0% |
| All | -77.5% | -29.1% | -48.4% | -77.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling