+30.4%
PLTU vs EFV
+6.5%
+23.9%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.4% | -4.6% | -4.7% |
| 7D | +9.0% | +2.5% | +6.5% | +6.0% |
| 30D | -33.0% | +2.9% | -35.9% | -34.2% |
| 3M | -19.0% | -1.4% | -17.5% | -16.2% |
| 6M | +30.4% | +5.5% | +24.9% | +27.6% |
| All | +30.4% | +6.5% | +23.9% | +27.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling