-3.6%
TLT vs PLTU
+154.0%
-157.7%
-9.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -9.0% | +9.2% | +0.1% |
| 7D | -0.4% | -13.6% | +13.2% | -0.5% |
| 30D | -0.6% | +16.7% | -17.2% | -0.5% |
| 3M | -2.7% | +29.6% | -32.3% | -2.6% |
| 6M | -5.6% | -0.1% | -5.5% | -5.6% |
| YTD | -2.8% | -31.5% | +28.7% | -2.9% |
| 1Y | -1.4% | -19.7% | +18.3% | -1.3% |
| All | -3.6% | +154.0% | -157.7% | -3.9% |
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