-17.2%
IOT vs PLTD
-76.7%
+59.5%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.3% | -2.8% | +0.3% |
| 7D | -0.8% | +9.9% | -10.7% | +2.8% |
| 30D | -4.7% | +3.8% | -8.5% | -2.5% |
| 3M | +17.8% | -32.3% | +50.1% | +6.7% |
| 6M | +16.8% | -25.9% | +42.7% | +12.6% |
| YTD | +8.4% | -16.4% | +24.8% | +9.9% |
| 1Y | -0.8% | -25.2% | +24.4% | -0.9% |
| All | -17.2% | -76.7% | +59.5% | -40.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling