+51.4%
IBB vs PLTU
-18.5%
+69.9%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -9.0% | +8.1% | -0.6% |
| 7D | +1.4% | -13.6% | +15.0% | +1.9% |
| 30D | +10.5% | +16.7% | -6.2% | +9.6% |
| 3M | +23.6% | +29.6% | -5.9% | +21.6% |
| 6M | +22.6% | -0.1% | +22.7% | +21.0% |
| YTD | +25.7% | -31.5% | +57.2% | +25.2% |
| 1Y | +51.4% | -19.7% | +71.1% | +54.5% |
| All | +51.4% | -18.5% | +69.9% | +54.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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