+13.6%
TMO vs PLTU
+129.7%
-116.1%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.4% | +4.0% | -0.3% |
| 7D | -2.5% | -17.7% | +15.3% | -1.8% |
| 30D | -0.3% | -12.5% | +12.2% | 0.0% |
| 3M | +25.3% | +39.5% | -14.2% | +22.7% |
| 6M | +20.9% | -7.0% | +27.8% | +19.9% |
| YTD | +4.3% | -38.1% | +42.4% | +4.5% |
| 1Y | +27.0% | -36.0% | +63.0% | +26.4% |
| All | +13.6% | +129.7% | -116.1% | +4.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling