+25.6%
TDY vs PLTU
+129.7%
-104.1%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.4% | +4.6% | +0.4% |
| 7D | -1.9% | -17.7% | +15.9% | -1.0% |
| 30D | -12.5% | -12.5% | 0.0% | -12.1% |
| 3M | -0.8% | +39.5% | -40.3% | -3.8% |
| 6M | -9.0% | -7.0% | -2.0% | -10.4% |
| YTD | +16.8% | -38.1% | +54.9% | +16.8% |
| 1Y | +9.5% | -36.0% | +45.5% | +8.3% |
| All | +25.6% | +129.7% | -104.1% | +6.4% |
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 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