-39.4%
TRI vs PLTD
-76.9%
+37.5%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.7% | +2.4% | +1.6% |
| 7D | -7.9% | +4.2% | -12.1% | -7.3% |
| 30D | -4.5% | +0.7% | -5.3% | -4.0% |
| 3M | +22.1% | -32.4% | +54.5% | +17.9% |
| 6M | -2.8% | -26.2% | +23.4% | -4.9% |
| YTD | -23.4% | -17.0% | -6.4% | -24.3% |
| 1Y | -41.5% | -26.7% | -14.8% | -42.5% |
| All | -39.4% | -76.9% | +37.5% | -45.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling