+18.4%
IJR vs PLTD
-76.9%
+95.2%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.3% | +0.4% |
| 7D | -2.2% | +4.2% | -6.4% | -1.7% |
| 30D | -4.6% | +0.7% | -5.3% | -4.4% |
| 3M | +0.2% | -32.4% | +32.6% | -3.1% |
| 6M | +14.7% | -26.2% | +40.9% | +12.8% |
| YTD | +18.9% | -17.0% | +35.9% | +19.3% |
| 1Y | +19.9% | -26.7% | +46.6% | +18.8% |
| All | +18.4% | -76.9% | +95.2% | 0.0% |
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