-21.5%
TRMB vs PLTD
-77.3%
+55.8%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.3% | -3.5% | -0.7% |
| 7D | -0.3% | +4.5% | -4.8% | +0.8% |
| 30D | -1.2% | -0.7% | -0.5% | -1.0% |
| 3M | +9.6% | -31.0% | +40.7% | +3.6% |
| 6M | -16.1% | -24.8% | +8.7% | -18.2% |
| YTD | -25.0% | -18.6% | -6.4% | -25.0% |
| 1Y | -27.7% | -31.8% | +4.1% | -29.8% |
| All | -21.5% | -77.3% | +55.8% | -37.0% |
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