-2.2%
TDG vs PLTU
+133.3%
-135.6%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.6% | -0.4% | +1.2% |
| 7D | -1.9% | -8.1% | +6.3% | -1.7% |
| 30D | -7.7% | -7.0% | -0.7% | -7.6% |
| 3M | -9.3% | +40.0% | -49.3% | -10.5% |
| 6M | -9.4% | -6.0% | -3.4% | -10.0% |
| YTD | -14.3% | -37.1% | +22.8% | -13.9% |
| 1Y | -11.8% | -33.1% | +21.3% | -12.4% |
| All | -2.2% | +133.3% | -135.6% | -13.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling