-32.1%
EFX vs PLTD
-77.8%
+45.7%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +4.6% | -11.0% | -5.8% |
| 7D | -8.6% | +5.9% | -14.6% | -7.9% |
| 30D | +0.1% | -11.6% | +11.7% | -0.9% |
| 3M | +3.8% | -29.9% | +33.8% | +1.1% |
| 6M | -13.5% | -28.5% | +15.0% | -15.3% |
| YTD | -17.7% | -20.4% | +2.7% | -18.1% |
| 1Y | -25.6% | -33.3% | +7.7% | -27.5% |
| All | -32.1% | -77.8% | +45.7% | -43.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling