-34.2%
EFX vs PLTD
-77.3%
+43.1%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +2.3% | -5.4% | -2.8% |
| 7D | -7.8% | +4.5% | -12.4% | -7.2% |
| 30D | -5.7% | -0.7% | -5.0% | -5.6% |
| 3M | +2.5% | -31.0% | +33.6% | -0.3% |
| 6M | -16.7% | -24.8% | +8.2% | -17.9% |
| YTD | -20.2% | -18.6% | -1.6% | -20.4% |
| 1Y | -31.4% | -31.8% | +0.4% | -33.0% |
| All | -34.2% | -77.3% | +43.1% | -45.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling