-3.5%
TLT vs PLTU
+126.1%
-129.7%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +11.1% | -11.1% | +0.1% |
| 7D | +0.3% | -11.7% | +12.0% | +0.3% |
| 30D | +5.1% | -36.9% | +42.0% | +5.0% |
| 3M | -0.2% | -10.9% | +10.7% | -0.2% |
| 6M | -2.9% | +18.0% | -20.9% | -2.8% |
| YTD | -2.7% | -39.0% | +36.3% | -2.8% |
| 1Y | -4.6% | -41.5% | +36.9% | -4.7% |
| All | -3.5% | +126.1% | -129.7% | -3.8% |
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 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