+17.0%
TFC vs PLTU
+103.5%
-86.5%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +7.1% | -8.0% | -1.3% |
| 7D | +1.2% | -25.3% | +26.5% | +2.5% |
| 30D | +8.3% | -34.5% | +42.8% | +10.2% |
| 3M | -5.2% | -3.4% | -1.8% | -5.9% |
| 6M | -0.8% | +12.4% | -13.2% | -3.9% |
| YTD | +3.4% | -45.1% | +48.6% | +4.1% |
| 1Y | +17.0% | -45.7% | +62.7% | +17.1% |
| All | +17.0% | +103.5% | -86.5% | -4.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling