-0.8%
IP vs PLTD
-12.9%
+12.0%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.2% | +4.0% | +0.8% |
| 7D | -5.1% | +13.7% | -18.8% | -4.9% |
| 30D | +8.5% | +18.4% | -9.9% | +8.7% |
| 3M | -13.8% | -7.5% | -6.4% | -13.7% |
| 6M | +5.7% | -31.3% | +37.0% | +6.4% |
| YTD | -9.1% | -15.4% | +6.3% | -9.2% |
| 1Y | -0.8% | -18.4% | +17.6% | -1.2% |
| All | -0.8% | -12.9% | +12.0% | -1.2% |
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 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