+19.6%
TFC vs PLTU
+121.9%
-102.3%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -4.2% | +5.4% | +1.4% |
| 7D | +2.3% | +9.0% | -6.8% | +1.8% |
| 30D | +10.8% | -33.0% | +43.8% | +12.6% |
| 3M | -3.8% | -19.0% | +15.2% | -3.5% |
| 6M | +9.6% | +30.4% | -20.8% | +5.3% |
| YTD | +5.8% | -40.2% | +46.0% | +6.0% |
| 1Y | +16.2% | -37.8% | +54.0% | +15.6% |
| All | +19.6% | +121.9% | -102.3% | -3.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling