-33.1%
PLTU vs EFV
+27.7%
-60.8%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.1% | +0.5% | +0.4% |
| 7D | -8.1% | -0.8% | -7.3% | -7.3% |
| 30D | -7.0% | +0.6% | -7.7% | -7.5% |
| 3M | +40.0% | +7.5% | +32.5% | +31.4% |
| 6M | -6.0% | +13.0% | -19.0% | -18.9% |
| YTD | -37.1% | +18.3% | -55.4% | -51.6% |
| 1Y | -33.1% | +26.7% | -59.9% | -54.7% |
| All | -33.1% | +27.7% | -60.8% | -54.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling