+40.8%
IEFA vs PLTD
-77.5%
+118.4%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.2% | -2.0% | +0.3% |
| 7D | +2.2% | -4.8% | +7.0% | +1.8% |
| 30D | +1.1% | +16.9% | -15.8% | +2.5% |
| 3M | -4.3% | +2.6% | -6.9% | -3.8% |
| 6M | +1.4% | -36.2% | +37.6% | -1.4% |
| YTD | +10.1% | -19.4% | +29.5% | +10.3% |
| 1Y | +12.9% | -22.5% | +35.4% | +12.8% |
| All | +40.8% | -77.5% | +118.4% | +24.7% |
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