+27.2%
TDY vs PLTU
+133.3%
-106.2%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.6% | -0.4% | +1.1% |
| 7D | -1.1% | -8.1% | +7.0% | -0.7% |
| 30D | -12.0% | -7.0% | -5.0% | -11.9% |
| 3M | -3.2% | +40.0% | -43.2% | -6.1% |
| 6M | -7.9% | -6.0% | -1.9% | -9.4% |
| YTD | +18.2% | -37.1% | +55.3% | +18.2% |
| 1Y | +6.7% | -33.1% | +39.8% | +5.3% |
| All | +27.2% | +133.3% | -106.2% | +7.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling