+48.9%
TEM vs PLTU
+142.1%
-93.3%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.7% | +4.2% | +0.7% |
| 7D | +3.2% | -11.6% | +14.8% | +6.0% |
| 30D | +23.5% | -4.6% | +28.1% | +24.3% |
| 3M | +32.3% | +33.7% | -1.4% | +15.6% |
| 6M | +23.0% | -9.4% | +32.4% | +17.0% |
| YTD | +8.9% | -34.7% | +43.6% | +10.3% |
| 1Y | -19.9% | -23.2% | +3.4% | -25.5% |
| All | +48.9% | +142.1% | -93.3% | -20.4% |
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 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