-7.5%
IGV vs PLTD
-16.1%
+8.6%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.4% | -1.5% | +1.8% |
| 7D | -7.5% | +14.4% | -21.9% | -2.4% |
| 30D | -5.6% | +8.6% | -14.3% | -1.9% |
| 3M | +1.5% | -9.2% | +10.7% | +0.2% |
| 6M | +17.1% | -29.5% | +46.6% | +11.2% |
| YTD | -2.0% | -20.2% | +18.2% | -1.2% |
| 1Y | -7.5% | -16.5% | +9.0% | -4.5% |
| All | -7.5% | -16.1% | +8.6% | -4.5% |
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