+109.6%
PLTU vs TAP
-31.0%
+140.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -1.2% | +12.3% | +10.8% |
| 7D | -11.7% | -7.8% | -3.9% | -13.7% |
| 30D | -36.9% | +7.1% | -44.1% | -35.4% |
| 3M | -10.9% | -7.0% | -3.9% | -11.7% |
| 6M | +18.0% | -3.8% | +21.8% | +19.0% |
| YTD | -39.0% | -11.7% | -27.3% | -39.9% |
| 1Y | -41.5% | -10.1% | -31.4% | -42.3% |
| All | +109.6% | -31.0% | +140.6% | +119.6% |
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