-22.6%
TRU vs PLTU
+129.7%
-152.3%
-35.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.4% | +4.2% | +0.3% |
| 7D | -9.4% | -17.7% | +8.3% | -7.6% |
| 30D | -4.1% | -12.5% | +8.4% | -3.1% |
| 3M | +13.6% | +39.5% | -25.9% | +7.2% |
| 6M | +3.6% | -7.0% | +10.5% | +0.6% |
| YTD | -9.8% | -38.1% | +28.2% | -9.6% |
| 1Y | -13.6% | -36.0% | +22.3% | -15.8% |
| All | -22.6% | +129.7% | -152.3% | -43.8% |
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