+18.8%
IJR vs PLTD
-77.2%
+96.0%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.4% | -1.5% | -1.0% |
| 7D | -1.1% | -0.9% | -0.2% | -1.2% |
| 30D | -3.6% | +1.3% | -5.0% | -3.4% |
| 3M | +2.3% | -32.9% | +35.2% | -1.1% |
| 6M | +14.3% | -24.9% | +39.2% | +12.8% |
| YTD | +19.3% | -18.2% | +37.5% | +19.6% |
| 1Y | +22.6% | -28.7% | +51.3% | +21.0% |
| All | +18.8% | -77.2% | +96.0% | +0.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling