+37.7%
TRV vs PLTD
-34.3%
+72.1%
-9.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.2% | -2.1% | 0.0% |
| 7D | +2.0% | -4.8% | +6.8% | +2.1% |
| 30D | +6.7% | +16.9% | -10.1% | +6.5% |
| 3M | +9.4% | +2.6% | +6.7% | +9.2% |
| 6M | +37.7% | -36.2% | +74.0% | +36.5% |
| All | +37.7% | -34.3% | +72.1% | +36.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling