-6.1%
IGV vs PLTU
+129.7%
-135.8%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.4% | +3.7% | +0.1% |
| 7D | -5.4% | -17.7% | +12.4% | -2.4% |
| 30D | -2.6% | -12.5% | +9.9% | -0.9% |
| 3M | +10.5% | +39.5% | -29.0% | +1.3% |
| 6M | +18.2% | -7.0% | +25.1% | +13.8% |
| YTD | -4.2% | -38.1% | +33.8% | -3.5% |
| 1Y | -9.8% | -36.0% | +26.2% | -11.2% |
| All | -6.1% | +129.7% | -135.8% | -30.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling