+54.1%
TRV vs PLTD
-77.2%
+131.3%
-11.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.4% | -0.1% | +0.3% |
| 7D | +0.2% | -0.9% | +1.1% | +0.2% |
| 30D | -2.3% | +1.3% | -3.7% | -2.3% |
| 3M | +22.7% | -32.9% | +55.6% | +22.2% |
| 6M | +21.9% | -24.9% | +46.8% | +21.7% |
| YTD | +27.5% | -18.2% | +45.7% | +27.8% |
| 1Y | +36.2% | -28.7% | +64.9% | +35.7% |
| All | +54.1% | -77.2% | +131.3% | +42.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 3y: compounded portfolio wealth divided by compounded PLTD 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…
3y analysis · Full analysis span regression · 6 months rolling