+16.8%
IJR vs PLTU
+129.7%
-112.9%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.4% | +3.5% | -0.6% |
| 7D | -2.3% | -17.7% | +15.4% | -1.3% |
| 30D | -4.7% | -12.5% | +7.8% | -4.2% |
| 3M | +2.1% | +39.5% | -37.3% | -1.3% |
| 6M | +13.9% | -7.0% | +20.8% | +11.9% |
| YTD | +18.2% | -38.1% | +56.3% | +18.6% |
| 1Y | +21.8% | -36.0% | +57.8% | +20.6% |
| All | +16.8% | +129.7% | -112.9% | -2.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling