-4.7%
IGV vs PLTD
-77.2%
+72.5%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.4% | -1.2% | -0.7% |
| 7D | -1.5% | -0.9% | -0.6% | -1.6% |
| 30D | -3.0% | +1.3% | -4.4% | -1.9% |
| 3M | +9.6% | -32.9% | +42.4% | +0.3% |
| 6M | +16.1% | -24.9% | +41.0% | +12.5% |
| YTD | -3.6% | -18.2% | +14.6% | -3.3% |
| 1Y | -7.8% | -28.7% | +20.9% | -9.9% |
| All | -4.7% | -77.2% | +72.5% | -29.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling