-23.6%
TRMB vs PLTU
+134.3%
-157.9%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +4.3% | -1.1% | +2.7% |
| 7D | +4.1% | -0.9% | +5.0% | +3.9% |
| 30D | -5.1% | -34.7% | +29.6% | -1.2% |
| 3M | -2.6% | -10.8% | +8.2% | -2.5% |
| 6M | -2.7% | +24.1% | -26.8% | -8.5% |
| YTD | -27.9% | -36.8% | +8.9% | -28.4% |
| 1Y | -29.0% | -47.0% | +18.0% | -28.5% |
| All | -23.6% | +134.3% | -157.9% | -39.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling