+15.0%
IJH vs PLTU
+140.2%
-125.2%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.8% | -0.3% | -1.0% |
| 7D | -0.7% | -0.8% | 0.0% | -0.8% |
| 30D | -3.8% | -8.8% | +5.0% | -3.6% |
| 3M | 0.0% | +41.7% | -41.6% | -3.4% |
| 6M | +8.8% | -9.3% | +18.0% | +7.1% |
| YTD | +13.5% | -35.2% | +48.8% | +13.6% |
| 1Y | +15.4% | -29.5% | +44.9% | +13.5% |
| All | +15.0% | +140.2% | -125.2% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling