+48.7%
EWJ vs PLTD
-77.3%
+126.0%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.3% | -2.6% | -0.1% |
| 7D | +2.9% | +4.5% | -1.7% | +3.4% |
| 30D | +1.1% | -0.7% | +1.8% | +1.1% |
| 3M | +7.1% | -31.0% | +38.2% | +4.3% |
| 6M | +16.2% | -24.8% | +41.0% | +14.8% |
| YTD | +22.0% | -18.6% | +40.5% | +22.0% |
| 1Y | +26.2% | -31.8% | +58.0% | +24.0% |
| All | +48.7% | -77.3% | +126.0% | +30.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling