+37.9%
IBB vs PLTU
-45.3%
+83.2%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +11.1% | -8.3% | +2.3% |
| 7D | +2.7% | -11.7% | +14.4% | +3.1% |
| 30D | +6.3% | -36.9% | +43.3% | +8.0% |
| 3M | +11.1% | -10.9% | +22.0% | +11.1% |
| 6M | +29.2% | +18.0% | +11.2% | +26.7% |
| YTD | +30.2% | -39.0% | +69.3% | +31.3% |
| All | +37.9% | -45.3% | +83.2% | +40.6% |
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