+44.5%
IEFA vs PLTD
-77.2%
+121.7%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.4% | -1.4% | -1.0% |
| 7D | -0.5% | -0.9% | +0.5% | -0.5% |
| 30D | -1.1% | +1.3% | -2.4% | -0.9% |
| 3M | +5.1% | -32.9% | +37.9% | +2.4% |
| 6M | +9.3% | -24.9% | +34.2% | +8.2% |
| YTD | +13.0% | -18.2% | +31.2% | +13.1% |
| 1Y | +19.2% | -28.7% | +47.9% | +18.0% |
| All | +44.5% | -77.2% | +121.7% | +27.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling