+19.1%
IJR vs PLTU
+142.1%
-123.0%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.7% | +3.9% | -0.5% |
| 7D | +0.9% | -11.6% | +12.5% | +1.5% |
| 30D | -3.1% | -4.6% | +1.5% | -3.1% |
| 3M | +4.4% | +33.7% | -29.3% | +1.2% |
| 6M | +16.1% | -9.4% | +25.5% | +14.4% |
| YTD | +20.6% | -34.7% | +55.3% | +20.6% |
| 1Y | +22.9% | -23.2% | +46.1% | +19.9% |
| All | +19.1% | +142.1% | -123.0% | -0.5% |
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