+45.8%
EWJ vs PLTU
+140.2%
-94.4%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.2% | -0.9% |
| 7D | +1.0% | -0.8% | +1.8% | +1.0% |
| 30D | +1.0% | -8.8% | +9.8% | +1.2% |
| 3M | +7.2% | +41.7% | -34.4% | +4.1% |
| 6M | +13.9% | -9.3% | +23.2% | +12.3% |
| YTD | +20.8% | -35.2% | +56.0% | +20.7% |
| 1Y | +26.4% | -29.5% | +55.9% | +24.5% |
| All | +45.8% | +140.2% | -94.4% | +26.8% |
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