+88.7%
PLTU vs TMF
-33.0%
+121.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | -0.2% | +7.3% | +7.1% |
| 7D | -25.3% | +1.2% | -26.5% | -25.1% |
| 30D | -34.5% | +19.7% | -54.2% | -32.7% |
| 3M | -3.4% | -2.1% | -1.3% | -3.4% |
| 6M | +12.4% | -13.4% | +25.8% | +8.6% |
| YTD | -45.1% | -16.7% | -28.4% | -47.6% |
| 1Y | -45.7% | -23.3% | -22.3% | -49.9% |
| All | +88.7% | -33.0% | +121.7% | +84.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling