-5.0%
IGV vs PLTD
-77.7%
+72.7%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -5.5% | +8.1% | +0.8% |
| 7D | -0.4% | +4.2% | -4.7% | +1.3% |
| 30D | -9.9% | +20.8% | -30.8% | -3.4% |
| 3M | -1.2% | -2.6% | +1.4% | -0.2% |
| 6M | +11.3% | -33.1% | +44.4% | +4.0% |
| YTD | -4.0% | -20.0% | +16.1% | -3.2% |
| 1Y | -7.3% | -21.6% | +14.3% | -6.5% |
| All | -5.0% | -77.7% | +72.7% | -29.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling