+10.6%
IBKR vs PLTU
-47.9%
+58.6%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.5% | +5.0% | +1.1% |
| 7D | -6.8% | -24.5% | +17.7% | -3.6% |
| 30D | -12.5% | -20.2% | +7.6% | -10.3% |
| 3M | -12.0% | +3.1% | -15.1% | -12.9% |
| 6M | -4.5% | +8.7% | -13.3% | -7.6% |
| YTD | +21.5% | -36.2% | +57.7% | +22.7% |
| 1Y | +10.6% | -47.1% | +57.8% | +14.6% |
| All | +10.6% | -47.9% | +58.6% | +14.6% |
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