+19.4%
FXI vs PLTD
-77.8%
+97.2%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +4.6% | -3.1% | +2.0% |
| 7D | +1.0% | +5.9% | -4.9% | +1.7% |
| 30D | -0.6% | -11.6% | +11.0% | -1.6% |
| 3M | +1.9% | -29.9% | +31.9% | -0.6% |
| 6M | -0.2% | -28.5% | +28.4% | -2.0% |
| YTD | -5.6% | -20.4% | +14.8% | -5.6% |
| 1Y | -4.7% | -33.3% | +28.6% | -6.5% |
| All | +19.4% | -77.8% | +97.2% | +1.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling