-76.4%
PLTD vs EFV
+62.5%
-139.0%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.3% | +2.5% | +1.9% |
| 7D | +9.9% | -2.0% | +11.9% | +7.5% |
| 30D | +3.8% | -0.2% | +4.0% | +3.7% |
| 3M | -32.3% | +9.1% | -41.4% | -25.0% |
| 6M | -25.9% | +11.7% | -37.6% | -14.8% |
| YTD | -16.4% | +17.0% | -33.5% | +3.9% |
| 1Y | -25.2% | +26.7% | -51.9% | +6.1% |
| All | -76.4% | +62.5% | -139.0% | -42.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EFV.
Daily Out/Under-Performance
Portfolio return minus EFV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFV 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 EFV 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