-38.3%
TRI vs PLTU
+142.1%
-180.4%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -4.7% | -1.8% | -6.1% |
| 7D | -7.1% | -11.6% | +4.5% | -6.3% |
| 30D | -2.3% | -4.6% | +2.3% | -2.1% |
| 3M | +19.6% | +33.7% | -14.2% | +15.5% |
| 6M | -8.7% | -9.4% | +0.7% | -10.7% |
| YTD | -22.3% | -34.7% | +12.4% | -23.5% |
| 1Y | -40.7% | -23.2% | -17.4% | -42.2% |
| All | -38.3% | +142.1% | -180.4% | -45.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling