-3.9%
IGV vs PLTD
-77.3%
+73.4%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.3% | -4.1% | -1.1% |
| 7D | -3.3% | +4.5% | -7.9% | -1.6% |
| 30D | 0.0% | -0.7% | +0.7% | +0.5% |
| 3M | +7.3% | -31.0% | +38.4% | -0.8% |
| 6M | +16.7% | -24.8% | +41.5% | +13.1% |
| YTD | -2.8% | -18.6% | +15.7% | -2.6% |
| 1Y | -6.7% | -31.8% | +25.1% | -9.9% |
| All | -3.9% | -77.3% | +73.4% | -28.6% |
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