+46.9%
EEM vs PLTU
+134.3%
-87.4%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +4.3% | -1.8% | +2.2% |
| 7D | +0.7% | -0.9% | +1.6% | +0.6% |
| 30D | -6.2% | -34.7% | +28.5% | -4.2% |
| 3M | -5.2% | -10.8% | +5.6% | -5.1% |
| 6M | -8.1% | +24.1% | -32.2% | -11.2% |
| YTD | +14.0% | -36.8% | +50.8% | +13.7% |
| 1Y | +13.8% | -47.0% | +60.8% | +14.5% |
| All | +46.9% | +134.3% | -87.4% | +24.6% |
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 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