+38.3%
IEMG vs PLTU
-18.5%
+56.8%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -9.0% | +10.7% | +2.1% |
| 7D | +2.2% | -13.6% | +15.8% | +2.8% |
| 30D | +4.6% | +16.7% | -12.1% | +3.5% |
| 3M | +0.4% | +29.6% | -29.2% | -1.7% |
| 6M | +16.4% | -0.1% | +16.5% | +14.7% |
| YTD | +25.4% | -31.5% | +57.0% | +25.7% |
| 1Y | +38.3% | -19.7% | +58.0% | +40.8% |
| All | +38.3% | -18.5% | +56.8% | +40.8% |
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