-26.0%
TRMB vs PLTU
+124.7%
-150.7%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.2% |
| 7D | -16.6% | -9.2% | -7.3% | -15.9% |
| 30D | -8.9% | -37.3% | +28.4% | -4.7% |
| 3M | -6.3% | -14.7% | +8.4% | -5.8% |
| 6M | -10.0% | +17.3% | -27.2% | -14.8% |
| YTD | -30.1% | -39.4% | +9.3% | -30.3% |
| 1Y | -31.3% | -50.6% | +19.3% | -30.2% |
| All | -26.0% | +124.7% | -150.7% | -41.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling