-27.1%
EFX vs PLTU
+134.3%
-161.4%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.3% | -4.2% | -0.1% |
| 7D | -2.0% | -0.9% | -1.1% | -2.1% |
| 30D | +27.9% | -34.7% | +62.6% | +30.3% |
| 3M | +3.8% | -10.8% | +14.6% | +3.6% |
| 6M | +13.0% | +24.1% | -11.1% | +9.2% |
| YTD | -12.4% | -36.8% | +24.4% | -13.2% |
| 1Y | -10.4% | -47.0% | +36.6% | -10.5% |
| All | -27.1% | +134.3% | -161.4% | -39.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling