+135.5%
PLTU vs TMF
-32.4%
+167.9%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.0% | +0.4% | -9.4% | -9.0% |
| 7D | -13.6% | -1.4% | -12.1% | -13.8% |
| 30D | +16.7% | -2.8% | +19.5% | +16.1% |
| 3M | +29.6% | -10.9% | +40.5% | +25.8% |
| 6M | -0.1% | -21.3% | +21.2% | -7.3% |
| YTD | -31.5% | -15.9% | -15.6% | -34.6% |
| 1Y | -19.7% | -15.7% | -4.0% | -23.1% |
| All | +135.5% | -32.4% | +167.9% | +129.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling