+41.2%
EFA vs PLTU
+129.7%
-88.5%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.4% | +3.5% | -0.7% |
| 7D | -2.4% | -17.7% | +15.4% | -1.6% |
| 30D | -2.2% | -12.5% | +10.3% | -1.9% |
| 3M | +5.7% | +39.5% | -33.8% | +3.0% |
| 6M | +8.2% | -7.0% | +15.1% | +6.8% |
| YTD | +11.8% | -38.1% | +49.8% | +12.1% |
| 1Y | +18.3% | -36.0% | +54.3% | +17.4% |
| All | +41.2% | +129.7% | -88.5% | +24.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling