+17.0%
IEFA vs PLTD
-16.1%
+33.1%
-11.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.4% | +0.1% | +2.6% |
| 7D | +1.9% | +14.4% | -12.6% | +2.6% |
| 30D | +1.4% | +8.6% | -7.2% | +1.9% |
| 3M | -1.4% | -9.2% | +7.8% | -1.8% |
| 6M | +6.3% | -29.5% | +35.8% | +5.4% |
| YTD | +11.9% | -20.2% | +32.1% | +12.7% |
| 1Y | +17.0% | -16.5% | +33.5% | +18.9% |
| All | +17.0% | -16.1% | +33.1% | +18.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling