+145.3%
TD vs PLTU
+131.7%
+13.7%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.1% | +0.7% | -0.4% |
| 7D | +0.6% | +21.9% | -21.3% | 0.0% |
| 30D | +5.0% | -35.3% | +40.2% | +6.0% |
| 3M | +1.1% | -7.7% | +8.8% | +1.0% |
| 6M | +16.5% | +24.2% | -7.8% | +14.6% |
| YTD | +34.3% | -37.5% | +71.8% | +34.4% |
| 1Y | +52.9% | -43.6% | +96.4% | +53.3% |
| All | +145.3% | +131.7% | +13.7% | +125.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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