-19.7%
PLTU vs TMF
-15.2%
-4.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.0% | +0.4% | -9.4% | -9.1% |
| 7D | -13.6% | -1.4% | -12.1% | -13.3% |
| 30D | +16.7% | -2.8% | +19.5% | +17.1% |
| 3M | +29.6% | -10.9% | +40.5% | +28.7% |
| 6M | -0.1% | -21.3% | +21.2% | -4.1% |
| YTD | -31.5% | -15.9% | -15.6% | -32.5% |
| 1Y | -19.7% | -15.7% | -4.0% | -18.4% |
| All | -19.7% | -15.2% | -4.5% | -18.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TMF.
Daily Out/Under-Performance
Portfolio return minus TMF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMF 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 TMF 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