+4.3%
EWZ vs PLTU
-53.1%
+57.4%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +7.1% | -6.4% | +0.6% |
| 7D | -1.5% | -25.3% | +23.8% | -1.1% |
| 30D | -24.5% | -34.5% | +10.0% | -24.2% |
| 3M | -10.7% | -3.4% | -7.3% | -11.0% |
| 6M | -19.1% | +12.4% | -31.5% | -19.8% |
| YTD | +1.6% | -45.1% | +46.7% | +3.2% |
| 1Y | +4.3% | -45.7% | +50.0% | +5.3% |
| All | +4.3% | -53.1% | +57.4% | +5.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling