-38.4%
TRI vs PLTU
-18.5%
-19.9%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -9.0% | +3.6% | -4.4% |
| 7D | -0.5% | -13.6% | +13.1% | +0.9% |
| 30D | +7.9% | +16.7% | -8.8% | +5.7% |
| 3M | +24.1% | +29.6% | -5.5% | +17.5% |
| 6M | +3.8% | -0.1% | +3.9% | -1.0% |
| YTD | -16.9% | -31.5% | +14.7% | -20.8% |
| 1Y | -38.4% | -19.7% | -18.7% | -38.5% |
| All | -38.4% | -18.5% | -19.9% | -38.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling