+15.5%
IJH vs PLTD
-76.9%
+92.4%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.7% | +1.5% | +0.7% |
| 7D | -1.9% | +4.2% | -6.1% | -1.4% |
| 30D | -4.6% | +0.7% | -5.4% | -4.4% |
| 3M | -1.2% | -32.4% | +31.2% | -4.4% |
| 6M | +9.4% | -26.2% | +35.6% | +7.6% |
| YTD | +13.3% | -17.0% | +30.4% | +13.8% |
| 1Y | +13.4% | -26.7% | +40.1% | +12.4% |
| All | +15.5% | -76.9% | +92.4% | -2.2% |
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