-38.5%
TRI vs PLTD
-77.3%
+38.8%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +2.3% | -8.8% | -6.2% |
| 7D | -7.1% | +4.5% | -11.6% | -6.3% |
| 30D | -2.3% | -0.7% | -1.6% | -2.1% |
| 3M | +19.6% | -31.0% | +50.6% | +15.5% |
| 6M | -8.7% | -24.8% | +16.1% | -10.6% |
| YTD | -22.3% | -18.6% | -3.7% | -23.4% |
| 1Y | -40.7% | -31.8% | -8.9% | -42.1% |
| All | -38.5% | -77.3% | +38.8% | -45.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling