+33.2%
IBB vs PLTU
-46.5%
+79.7%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +4.3% | -3.8% | +0.2% |
| 7D | -1.4% | -0.9% | -0.4% | -1.4% |
| 30D | +6.8% | -34.7% | +41.5% | +8.3% |
| 3M | +9.2% | -10.8% | +20.0% | +9.2% |
| 6M | +28.3% | +24.1% | +4.3% | +25.5% |
| YTD | +29.4% | -36.8% | +66.2% | +30.3% |
| 1Y | +33.2% | -47.0% | +80.2% | +35.6% |
| All | +33.2% | -46.5% | +79.7% | +35.6% |
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