+123.3%
EWT vs PLTD
-77.2%
+200.5%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.2% | +0.3% |
| 7D | +2.1% | -0.9% | +3.1% | +2.0% |
| 30D | +9.4% | +1.3% | +8.0% | +9.8% |
| 3M | +10.9% | -32.9% | +43.7% | +5.6% |
| 6M | +57.9% | -24.9% | +82.8% | +54.8% |
| YTD | +75.9% | -18.2% | +94.2% | +76.2% |
| 1Y | +89.7% | -28.7% | +118.4% | +86.8% |
| All | +123.3% | -77.2% | +200.5% | +81.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling