-1.8%
TROW vs PLTU
+142.1%
-143.9%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.7% | +4.3% | 0.0% |
| 7D | +0.4% | -11.6% | +12.0% | +1.1% |
| 30D | -4.0% | -4.6% | +0.6% | -4.0% |
| 3M | +5.0% | +33.7% | -28.7% | +1.0% |
| 6M | +24.3% | -9.4% | +33.7% | +21.8% |
| YTD | +9.8% | -34.7% | +44.5% | +9.4% |
| 1Y | +6.4% | -23.2% | +29.7% | +3.0% |
| All | -1.8% | +142.1% | -143.9% | -21.7% |
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 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