+33.4%
EWZ vs PLTU
+90.0%
-56.6%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -19.6% | +18.1% | -0.7% |
| 7D | -4.2% | -39.1% | +34.9% | -2.3% |
| 30D | -26.1% | -37.6% | +11.4% | -24.9% |
| 3M | -12.0% | -12.7% | +0.7% | -12.2% |
| 6M | -19.3% | +1.7% | -21.0% | -20.9% |
| YTD | +0.9% | -48.8% | +49.7% | +1.9% |
| 1Y | +3.4% | -56.2% | +59.5% | +4.9% |
| All | +33.4% | +90.0% | -56.6% | +18.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling