+135.5%
PLTU vs TAP
-29.8%
+165.4%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.0% | -0.2% | -8.8% | -9.1% |
| 7D | -13.6% | -2.3% | -11.3% | -13.9% |
| 30D | +16.7% | -2.1% | +18.8% | +16.2% |
| 3M | +29.6% | +6.6% | +22.9% | +33.4% |
| 6M | -0.1% | -11.5% | +11.4% | -1.5% |
| YTD | -31.5% | -10.3% | -21.2% | -32.8% |
| 1Y | -19.7% | -14.4% | -5.3% | -20.3% |
| All | +135.5% | -29.8% | +165.4% | +145.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling