+16.3%
TFC vs PLTD
-18.6%
+35.0%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -5.5% | +7.4% | +1.9% |
| 7D | +0.3% | +4.2% | -3.9% | +0.3% |
| 30D | +9.2% | +20.8% | -11.7% | +9.0% |
| 3M | -2.9% | -2.6% | -0.3% | -3.0% |
| 6M | +3.5% | -33.1% | +36.6% | +3.2% |
| YTD | +5.4% | -20.0% | +25.5% | +5.6% |
| All | +16.3% | -18.6% | +35.0% | +17.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling