-33.3%
PLTD vs TRU
-7.3%
-26.0%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -5.9% | +10.6% | +3.3% |
| 7D | +5.9% | -6.8% | +12.7% | +4.5% |
| 30D | -11.6% | 0.0% | -11.6% | -11.4% |
| 3M | -29.9% | +13.3% | -43.2% | -28.0% |
| 6M | -28.5% | +3.4% | -32.0% | -26.3% |
| YTD | -20.4% | -6.4% | -14.0% | -18.1% |
| 1Y | -33.3% | -9.7% | -23.6% | -32.2% |
| All | -33.3% | -7.3% | -26.0% | -32.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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