-25.2%
PLTD vs TRU
-17.6%
-7.5%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.1% | +2.4% | +2.2% |
| 7D | +9.9% | -9.4% | +19.3% | +7.4% |
| 30D | +3.8% | -4.1% | +7.9% | +3.0% |
| 3M | -32.3% | +13.6% | -45.9% | -30.6% |
| 6M | -25.9% | +3.6% | -29.4% | -24.1% |
| YTD | -16.4% | -9.8% | -6.6% | -14.7% |
| 1Y | -25.2% | -13.6% | -11.5% | -21.5% |
| All | -25.2% | -17.6% | -7.5% | -21.5% |
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