+46.2%
IBB vs PLTU
-22.2%
+68.4%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -4.7% | +2.5% | -2.0% |
| 7D | -1.7% | -11.6% | +9.9% | -1.3% |
| 30D | +4.9% | -4.6% | +9.5% | +4.9% |
| 3M | +24.2% | +33.7% | -9.5% | +21.9% |
| 6M | +23.8% | -9.4% | +33.2% | +22.7% |
| YTD | +23.0% | -34.7% | +57.7% | +22.8% |
| 1Y | +46.2% | -23.2% | +69.4% | +48.1% |
| All | +46.2% | -22.2% | +68.4% | +48.1% |
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