-29.5%
PLTU vs TMF
-23.1%
-6.4%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.7% | +0.8% | -0.4% |
| 7D | -0.8% | -0.9% | +0.1% | -0.6% |
| 30D | -8.8% | -1.0% | -7.8% | -8.7% |
| 3M | +41.7% | -11.3% | +52.9% | +41.4% |
| 6M | -9.3% | -22.7% | +13.4% | -12.2% |
| YTD | -35.2% | -17.3% | -17.9% | -35.6% |
| 1Y | -29.5% | -22.5% | -7.0% | -31.2% |
| All | -29.5% | -23.1% | -6.4% | -31.2% |
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