-22.4%
TRMB vs PLTU
+140.2%
-162.6%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.8% | -1.5% | -2.3% |
| 7D | -2.9% | -0.8% | -2.1% | -3.0% |
| 30D | -1.8% | -8.8% | +7.0% | -1.2% |
| 3M | +8.4% | +41.7% | -33.3% | +1.7% |
| 6M | -18.5% | -9.3% | -9.2% | -20.8% |
| YTD | -26.7% | -35.2% | +8.5% | -26.8% |
| 1Y | -28.3% | -29.5% | +1.2% | -30.2% |
| All | -22.4% | +140.2% | -162.6% | -38.4% |
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