+124.5%
PLTU vs TAP
-32.7%
+157.2%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -4.1% | -0.6% | -5.6% |
| 7D | -11.6% | -2.3% | -9.3% | -12.0% |
| 30D | -4.6% | -9.4% | +4.8% | -6.7% |
| 3M | +33.7% | -0.8% | +34.5% | +34.9% |
| 6M | -9.4% | -14.7% | +5.4% | -11.4% |
| YTD | -34.7% | -13.9% | -20.8% | -36.5% |
| 1Y | -23.2% | -18.6% | -4.6% | -24.4% |
| All | +124.5% | -32.7% | +157.2% | +131.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 3y: compounded portfolio wealth divided by compounded TAP 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…
3y analysis · Full analysis span regression · 6 months rolling