-3.0%
IEF vs PLTU
-44.3%
+41.3%
-6.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.2% | +4.0% | -0.2% |
| 7D | -2.0% | +9.0% | -11.0% | -2.0% |
| 30D | +0.7% | -33.0% | +33.7% | +0.8% |
| 3M | -2.5% | -19.0% | +16.5% | -2.5% |
| 6M | -2.6% | +30.4% | -33.0% | -2.9% |
| YTD | -3.2% | -40.2% | +37.0% | -3.0% |
| 1Y | -3.0% | -37.8% | +34.8% | -2.9% |
| All | -3.0% | -44.3% | +41.3% | -2.9% |
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