+81.1%
TEM vs PLTD
-76.4%
+157.5%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -3.2% | +11.2% | +6.3% |
| 7D | +5.3% | +13.7% | -8.4% | +13.2% |
| 30D | +8.1% | +18.4% | -10.3% | +19.9% |
| 3M | +64.9% | -7.5% | +72.4% | +63.9% |
| 6M | +42.1% | -31.3% | +73.5% | +27.3% |
| YTD | +28.8% | -15.4% | +44.2% | +36.0% |
| 1Y | +5.5% | -18.4% | +23.9% | +10.5% |
| All | +81.1% | -76.4% | +157.5% | +2.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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