-34.6%
PLTD vs TRU
+15.2%
-49.8%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.1% | -1.9% | -2.0% |
| 7D | -1.6% | 0.0% | -1.5% | -1.5% |
| 30D | +18.5% | +24.3% | -5.8% | +28.1% |
| 3M | -2.4% | +2.3% | -4.7% | -4.1% |
| 6M | -34.6% | +17.7% | -52.3% | -30.1% |
| All | -34.6% | +15.2% | -49.8% | -30.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling