+35.1%
EWZ vs PLTU
+124.7%
-89.7%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -1.4% |
| 7D | +1.3% | -9.2% | +10.5% | +1.6% |
| 30D | -26.2% | -37.3% | +11.2% | -24.9% |
| 3M | -8.6% | -14.7% | +6.0% | -8.6% |
| 6M | -17.0% | +17.3% | -34.3% | -19.2% |
| YTD | +2.2% | -39.4% | +41.6% | +2.4% |
| 1Y | +2.7% | -50.6% | +53.2% | +3.9% |
| All | +35.1% | +124.7% | -89.7% | +18.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling