-6.7%
EFX vs PLTD
-16.1%
+9.4%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.4% | 0.0% | +2.6% |
| 7D | +9.2% | +14.4% | -5.3% | +10.4% |
| 30D | +34.8% | +8.6% | +26.1% | +35.6% |
| 3M | +8.8% | -9.2% | +18.0% | +7.9% |
| 6M | +12.3% | -29.5% | +41.8% | +9.2% |
| YTD | -10.6% | -20.2% | +9.6% | -12.6% |
| 1Y | -6.7% | -16.5% | +9.8% | -8.3% |
| All | -6.7% | -16.1% | +9.4% | -8.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling