-4.8%
IGV vs PLTU
+142.1%
-146.9%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.7% | +2.8% | -1.1% |
| 7D | -3.3% | -11.6% | +8.3% | -1.6% |
| 30D | 0.0% | -4.6% | +4.6% | +0.4% |
| 3M | +7.3% | +33.7% | -26.4% | -0.9% |
| 6M | +16.7% | -9.4% | +26.1% | +12.8% |
| YTD | -2.8% | -34.7% | +31.9% | -2.9% |
| 1Y | -6.7% | -23.2% | +16.6% | -10.7% |
| All | -4.8% | +142.1% | -146.9% | -30.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling