-27.5%
TRMB vs PLTU
+90.0%
-117.5%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -19.6% | +18.5% | +1.0% |
| 7D | -17.9% | -39.1% | +21.2% | -13.6% |
| 30D | -12.0% | -37.6% | +25.6% | -7.9% |
| 3M | -8.4% | -12.7% | +4.3% | -8.3% |
| 6M | -21.5% | +1.7% | -23.3% | -24.5% |
| YTD | -31.5% | -48.8% | +17.2% | -30.4% |
| 1Y | -33.4% | -56.2% | +22.7% | -31.6% |
| All | -27.5% | +90.0% | -117.5% | -41.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling