+14.6%
FXI vs PLTU
+124.7%
-110.1%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.7% |
| 7D | +3.7% | -9.2% | +12.9% | +4.0% |
| 30D | +0.5% | -37.3% | +37.8% | +2.4% |
| 3M | -5.7% | -14.7% | +9.0% | -5.6% |
| 6M | -6.9% | +17.3% | -24.2% | -9.6% |
| YTD | -9.5% | -39.4% | +29.9% | -9.5% |
| 1Y | -14.0% | -50.6% | +36.5% | -13.2% |
| All | +14.6% | +124.7% | -110.1% | -3.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling