-8.1%
EFX vs PLTU
-44.3%
+36.2%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.2% | +4.9% | +0.9% |
| 7D | -0.8% | +9.0% | -9.8% | -1.1% |
| 30D | +25.1% | -33.0% | +58.1% | +26.8% |
| 3M | +1.7% | -19.0% | +20.6% | +1.7% |
| 6M | +18.4% | +30.4% | -12.0% | +14.8% |
| YTD | -12.5% | -40.2% | +27.7% | -15.3% |
| 1Y | -8.1% | -37.8% | +29.7% | -11.1% |
| All | -8.1% | -44.3% | +36.2% | -11.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling