-2.5%
IBM vs PLTU
-18.5%
+16.0%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -9.0% | +9.1% | +1.1% |
| 7D | -0.3% | -13.6% | +13.3% | +1.0% |
| 30D | +0.3% | +16.7% | -16.4% | -2.0% |
| 3M | -21.6% | +29.6% | -51.2% | -25.6% |
| 6M | -4.7% | -0.1% | -4.6% | -8.1% |
| YTD | -19.1% | -31.5% | +12.4% | -21.5% |
| 1Y | -2.5% | -19.7% | +17.2% | -5.3% |
| All | -2.5% | -18.5% | +16.0% | -5.3% |
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