+28.5%
TNA vs PLTD
-76.7%
+105.2%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.3% | -5.3% | -2.1% |
| 7D | -7.6% | +9.9% | -17.5% | -3.9% |
| 30D | -13.6% | +3.8% | -17.4% | -11.9% |
| 3M | +2.8% | -32.3% | +35.1% | -9.8% |
| 6M | +34.5% | -25.9% | +60.4% | +26.0% |
| YTD | +41.0% | -16.4% | +57.4% | +43.0% |
| 1Y | +52.0% | -25.2% | +77.2% | +50.0% |
| All | +28.5% | -76.7% | +105.2% | -23.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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