-21.9%
TRU vs PLTU
+142.1%
-164.0%
-35.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -4.7% | +1.9% | -2.3% |
| 7D | -7.2% | -11.6% | +4.4% | -6.2% |
| 30D | -2.8% | -4.6% | +1.8% | -2.6% |
| 3M | +13.0% | +33.7% | -20.7% | +7.2% |
| 6M | +0.7% | -9.4% | +10.1% | -1.9% |
| YTD | -9.0% | -34.7% | +25.7% | -9.2% |
| 1Y | -16.3% | -23.2% | +6.9% | -20.4% |
| All | -21.9% | +142.1% | -164.0% | -43.6% |
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