+56.2%
IEMG vs PLTU
+129.7%
-73.5%
-14.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.4% | +2.4% | -1.8% |
| 7D | -0.9% | -17.7% | +16.9% | +0.2% |
| 30D | +2.1% | -12.5% | +14.6% | +2.6% |
| 3M | +4.6% | +39.5% | -34.9% | +1.1% |
| 6M | +14.0% | -7.0% | +21.0% | +12.1% |
| YTD | +22.3% | -38.1% | +60.4% | +22.5% |
| 1Y | +30.7% | -36.0% | +66.7% | +29.5% |
| All | +56.2% | +129.7% | -73.5% | +33.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling