+105.7%
PLTU vs EFV
+60.1%
+45.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.4% | -4.6% | -5.0% |
| 7D | +9.0% | +2.5% | +6.5% | +3.7% |
| 30D | -33.0% | +2.9% | -35.9% | -36.8% |
| 3M | -19.0% | -1.4% | -17.5% | -16.5% |
| 6M | +30.4% | +5.5% | +24.9% | +15.0% |
| YTD | -40.2% | +16.1% | -56.2% | -62.1% |
| 1Y | -37.8% | +20.3% | -58.1% | -64.7% |
| All | +105.7% | +60.1% | +45.6% | -55.9% |
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