+20.1%
IJR vs PLTD
-77.3%
+97.4%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.3% | -3.1% | -0.5% |
| 7D | +0.9% | +4.5% | -3.6% | +1.5% |
| 30D | -3.1% | -0.7% | -2.4% | -3.1% |
| 3M | +4.4% | -31.0% | +35.5% | +1.2% |
| 6M | +16.1% | -24.8% | +41.0% | +14.5% |
| YTD | +20.6% | -18.6% | +39.1% | +20.8% |
| 1Y | +22.9% | -31.8% | +54.7% | +20.4% |
| All | +20.1% | -77.3% | +97.4% | +1.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling