+14.8%
IJH vs PLTU
+133.3%
-118.5%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.6% | -0.8% | +0.7% |
| 7D | -1.9% | -8.1% | +6.3% | -1.4% |
| 30D | -4.6% | -7.0% | +2.4% | -4.5% |
| 3M | -1.2% | +40.0% | -41.2% | -4.5% |
| 6M | +9.4% | -6.0% | +15.4% | +7.4% |
| YTD | +13.3% | -37.1% | +50.4% | +13.6% |
| 1Y | +13.4% | -33.1% | +46.5% | +11.9% |
| All | +14.8% | +133.3% | -118.5% | -3.6% |
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