+69.1%
TRV vs PLTU
+121.9%
-52.8%
-11.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.2% | +4.2% | 0.0% |
| 7D | +2.0% | +9.0% | -7.0% | +2.0% |
| 30D | +6.7% | -33.0% | +39.7% | +6.9% |
| 3M | +9.4% | -19.0% | +28.3% | +9.4% |
| 6M | +37.7% | +30.4% | +7.3% | +37.0% |
| YTD | +40.6% | -40.2% | +80.8% | +40.9% |
| 1Y | +42.4% | -37.8% | +80.2% | +42.5% |
| All | +69.1% | +121.9% | -52.8% | +55.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling