-34.9%
EFX vs PLTU
+140.2%
-175.1%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.8% | -1.3% | -2.0% |
| 7D | -9.4% | -0.8% | -8.6% | -9.3% |
| 30D | -6.9% | -8.8% | +1.9% | -6.5% |
| 3M | +0.1% | +41.7% | -41.5% | -3.0% |
| 6M | -17.3% | -9.3% | -8.0% | -18.7% |
| YTD | -21.8% | -35.2% | +13.4% | -22.1% |
| 1Y | -32.5% | -29.5% | -3.1% | -34.0% |
| All | -34.9% | +140.2% | -175.1% | -46.0% |
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