+22.2%
TFC vs PLTD
-77.8%
+100.0%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.6% | -4.6% | +0.5% |
| 7D | +2.4% | +5.9% | -3.5% | +3.1% |
| 30D | -1.3% | -11.6% | +10.3% | -2.4% |
| 3M | +6.1% | -29.9% | +36.0% | +3.3% |
| 6M | +7.3% | -28.5% | +35.9% | +5.3% |
| YTD | +8.2% | -20.4% | +28.6% | +8.4% |
| 1Y | +14.4% | -33.3% | +47.7% | +11.7% |
| All | +22.2% | -77.8% | +100.0% | +0.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling