+44.7%
IBKR vs PLTD
-33.9%
+78.6%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +4.6% | -5.0% | +0.8% |
| 7D | -3.3% | +5.9% | -9.2% | -1.6% |
| 30D | +4.5% | -11.6% | +16.1% | +2.0% |
| 3M | +6.5% | -29.9% | +36.4% | +1.1% |
| 6M | +34.2% | -28.5% | +62.7% | +30.1% |
| YTD | +44.5% | -20.4% | +64.9% | +46.8% |
| 1Y | +44.7% | -33.3% | +78.0% | +35.4% |
| All | +44.7% | -33.9% | +78.6% | +35.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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