-77.3%
PLTD vs TRU
-18.6%
-58.7%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.1% | +2.0% | +2.2% |
| 7D | -4.8% | 0.0% | -4.8% | -4.7% |
| 30D | +16.9% | +21.3% | -4.5% | +27.1% |
| 3M | +2.6% | +0.2% | +2.4% | +2.8% |
| 6M | -36.2% | +22.4% | -58.6% | -28.9% |
| YTD | -19.4% | -4.8% | -14.6% | -19.8% |
| 1Y | -22.5% | -0.2% | -22.3% | -20.5% |
| All | -77.3% | -18.6% | -58.7% | -76.9% |
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