+30.7%
IEMG vs PLTD
-25.5%
+56.2%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.7% | +1.9% | +1.1% |
| 7D | -1.3% | +4.2% | -5.5% | -0.9% |
| 30D | +1.9% | +0.7% | +1.2% | +2.1% |
| 3M | +1.4% | -32.4% | +33.8% | -1.2% |
| 6M | +15.2% | -26.2% | +41.4% | +14.0% |
| YTD | +23.8% | -17.0% | +40.8% | +24.8% |
| 1Y | +30.7% | -26.7% | +57.3% | +32.9% |
| All | +30.7% | -25.5% | +56.2% | +32.9% |
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