-77.4%
PLTD vs EFV
+60.9%
-138.3%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | -0.2% |
| 7D | +2.8% | +2.1% | +0.6% | +5.3% |
| 30D | +21.1% | +3.1% | +18.0% | +25.2% |
| 3M | -0.7% | -1.3% | +0.6% | -2.0% |
| 6M | -33.0% | +6.0% | -39.0% | -28.1% |
| YTD | -19.9% | +15.8% | -35.7% | -1.6% |
| 1Y | -13.9% | +21.1% | -35.0% | +14.0% |
| All | -77.4% | +60.9% | -138.3% | -45.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling