+117.6%
EWT vs PLTD
-76.7%
+194.3%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +2.3% | -4.8% | -2.2% |
| 7D | -1.1% | +9.9% | -11.0% | +0.4% |
| 30D | +4.8% | +3.8% | +1.0% | +5.6% |
| 3M | +11.1% | -32.3% | +43.4% | +6.0% |
| 6M | +54.6% | -25.9% | +80.5% | +51.1% |
| YTD | +71.4% | -16.4% | +87.9% | +72.4% |
| 1Y | +82.1% | -25.2% | +107.3% | +80.8% |
| All | +117.6% | -76.7% | +194.3% | +77.3% |
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