-17.2%
IOT vs PLTU
+129.7%
-146.9%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.4% | +3.8% | +0.3% |
| 7D | -0.8% | -17.7% | +16.9% | +2.7% |
| 30D | -4.7% | -12.5% | +7.9% | -2.7% |
| 3M | +17.8% | +39.5% | -21.7% | +6.5% |
| 6M | +16.8% | -7.0% | +23.8% | +12.3% |
| YTD | +8.4% | -38.1% | +46.5% | +9.5% |
| 1Y | -0.8% | -36.0% | +35.2% | -1.8% |
| All | -17.2% | +129.7% | -146.9% | -41.3% |
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