+12.2%
IOT vs PLTD
-33.9%
+46.1%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +4.6% | -0.9% | +5.8% |
| 7D | -2.3% | +5.9% | -8.3% | +0.6% |
| 30D | +3.8% | -11.6% | +15.4% | -0.2% |
| 3M | +14.2% | -29.9% | +44.1% | +3.7% |
| 6M | +40.1% | -28.5% | +68.7% | +32.5% |
| YTD | +13.4% | -20.4% | +33.8% | +11.9% |
| 1Y | +12.2% | -33.3% | +45.4% | +26.6% |
| All | +12.2% | -33.9% | +46.1% | +26.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling