+37.9%
EME vs PLTD
-77.5%
+115.4%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.2% | -2.7% | -0.1% |
| 7D | +8.4% | -4.8% | +13.1% | +7.4% |
| 30D | -11.5% | +16.9% | -28.3% | -8.2% |
| 3M | -20.6% | +2.6% | -23.3% | -19.5% |
| 6M | -28.5% | -36.2% | +7.8% | -33.1% |
| YTD | +8.0% | -19.4% | +27.4% | +9.6% |
| 1Y | +6.8% | -22.5% | +29.3% | +7.5% |
| All | +37.9% | -77.5% | +115.4% | +4.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling