-0.8%
IOT vs PLTD
-25.5%
+24.7%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.6% | -0.5% |
| 7D | -4.5% | +4.2% | -8.8% | -2.6% |
| 30D | -2.4% | +0.7% | -3.2% | -1.1% |
| 3M | +19.0% | -32.4% | +51.3% | +5.0% |
| 6M | +19.6% | -26.2% | +45.8% | +14.5% |
| YTD | +8.3% | -17.0% | +25.3% | +10.4% |
| 1Y | -0.8% | -26.7% | +25.9% | +1.0% |
| All | -0.8% | -25.5% | +24.7% | +1.0% |
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