+103.8%
IBKR vs PLTU
+133.3%
-29.5%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.6% | +0.6% | +2.0% |
| 7D | -1.3% | -8.1% | +6.8% | -0.1% |
| 30D | -0.2% | -7.0% | +6.8% | +0.3% |
| 3M | +3.0% | +40.0% | -37.1% | -5.6% |
| 6M | +33.9% | -6.0% | +39.8% | +28.1% |
| YTD | +42.5% | -37.1% | +79.6% | +43.1% |
| 1Y | +44.9% | -33.1% | +78.0% | +41.5% |
| All | +103.8% | +133.3% | -29.5% | +50.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling