-11.3%
INDA vs PLTU
+142.1%
-153.4%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.7% | +3.0% | -1.5% |
| 7D | -1.0% | -11.6% | +10.6% | -0.7% |
| 30D | -2.5% | -4.6% | +2.1% | -2.5% |
| 3M | +4.0% | +33.7% | -29.7% | +2.5% |
| 6M | -1.8% | -9.4% | +7.6% | -2.5% |
| YTD | -9.2% | -34.7% | +25.5% | -9.3% |
| 1Y | -7.2% | -23.2% | +16.0% | -8.2% |
| All | -11.3% | +142.1% | -153.4% | -19.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling