+16.5%
FXI vs PLTD
-77.3%
+93.8%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +2.3% | -4.8% | -2.2% |
| 7D | -1.0% | +4.5% | -5.5% | -0.5% |
| 30D | -3.2% | -0.7% | -2.5% | -3.2% |
| 3M | +1.7% | -31.0% | +32.7% | -1.1% |
| 6M | -1.6% | -24.8% | +23.3% | -2.8% |
| YTD | -7.9% | -18.6% | +10.6% | -7.7% |
| 1Y | -9.6% | -31.8% | +22.2% | -11.2% |
| All | +16.5% | -77.3% | +93.8% | -1.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling