+57.6%
EME vs PLTD
-77.8%
+135.4%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.6% | -2.9% | +2.6% |
| 7D | +1.9% | +5.9% | -4.0% | +3.2% |
| 30D | -8.3% | -11.6% | +3.3% | -10.2% |
| 3M | -10.7% | -29.9% | +19.2% | -15.0% |
| 6M | +1.9% | -28.5% | +30.4% | -1.7% |
| YTD | +23.5% | -20.4% | +43.9% | +24.0% |
| 1Y | +18.0% | -33.3% | +51.2% | +14.9% |
| All | +57.6% | -77.8% | +135.4% | +18.5% |
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