-76.9%
PLTD vs TRU
-22.7%
-54.2%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.8% | +1.2% | 0.0% |
| 7D | -0.9% | -6.5% | +5.6% | -3.7% |
| 30D | +1.3% | -2.5% | +3.8% | +0.6% |
| 3M | -32.9% | +10.4% | -43.2% | -28.6% |
| 6M | -24.9% | +1.6% | -26.5% | -22.1% |
| YTD | -18.2% | -9.7% | -8.5% | -20.2% |
| 1Y | -28.7% | -17.3% | -11.5% | -34.9% |
| All | -76.9% | -22.7% | -54.2% | -77.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling