-24.5%
TRMB vs PLTU
+131.7%
-156.2%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.1% | 0.0% | -1.0% |
| 7D | +4.1% | +21.9% | -17.8% | +1.8% |
| 30D | -7.0% | -35.3% | +28.3% | -3.1% |
| 3M | -0.9% | -7.7% | +6.8% | -1.2% |
| 6M | -1.2% | +24.2% | -25.4% | -7.1% |
| YTD | -28.7% | -37.5% | +8.8% | -29.2% |
| 1Y | -32.1% | -43.6% | +11.5% | -32.0% |
| All | -24.5% | +131.7% | -156.2% | -40.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling