+124.5%
PLTU vs EFV
+63.4%
+61.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.7% | -4.0% | -3.1% |
| 7D | -11.6% | +1.0% | -12.6% | -13.3% |
| 30D | -4.6% | +0.2% | -4.8% | -4.9% |
| 3M | +33.7% | +9.6% | +24.1% | +8.6% |
| 6M | -9.4% | +14.0% | -23.4% | -35.6% |
| YTD | -34.7% | +18.5% | -53.2% | -60.4% |
| 1Y | -23.2% | +27.9% | -51.1% | -63.5% |
| All | +124.5% | +63.4% | +61.1% | -53.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling