+43.3%
IEFA vs PLTU
+133.3%
-90.0%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.6% | -0.6% | +0.9% |
| 7D | -1.6% | -8.1% | +6.6% | -1.2% |
| 30D | -1.5% | -7.0% | +5.5% | -1.4% |
| 3M | +3.4% | +40.0% | -36.6% | +0.8% |
| 6M | +9.5% | -6.0% | +15.5% | +8.0% |
| YTD | +13.0% | -37.1% | +50.1% | +13.2% |
| 1Y | +18.0% | -33.1% | +51.1% | +16.8% |
| All | +43.3% | +133.3% | -90.0% | +26.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling