+25.9%
EWJ vs PLTD
-27.1%
+53.0%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.4% | -1.4% | -1.0% |
| 7D | +1.0% | -0.9% | +1.9% | +1.0% |
| 30D | +1.0% | +1.3% | -0.3% | +1.2% |
| 3M | +7.2% | -32.9% | +40.1% | +5.2% |
| 6M | +13.9% | -24.9% | +38.8% | +13.0% |
| YTD | +20.8% | -18.2% | +39.0% | +20.8% |
| All | +25.9% | -27.1% | +53.0% | +27.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling