-26.9%
TRMB vs PLTD
-77.7%
+50.8%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | +0.2% |
| 7D | -16.6% | +2.8% | -19.3% | -15.8% |
| 30D | -8.9% | +21.1% | -30.0% | -4.6% |
| 3M | -6.3% | -0.7% | -5.6% | -5.6% |
| 6M | -10.0% | -33.0% | +23.0% | -14.5% |
| YTD | -30.1% | -19.9% | -10.2% | -30.0% |
| 1Y | -31.3% | -13.9% | -17.4% | -29.8% |
| All | -26.9% | -77.7% | +50.8% | -41.2% |
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