-19.2%
IP vs PLTU
-22.2%
+3.0%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.7% | +2.7% | -2.0% |
| 7D | +0.1% | -11.6% | +11.7% | +0.1% |
| 30D | -11.2% | -4.6% | -6.6% | -11.2% |
| 3M | +12.3% | +33.7% | -21.4% | +12.8% |
| 6M | -5.2% | -9.4% | +4.1% | -5.3% |
| YTD | -4.0% | -34.7% | +30.8% | -4.6% |
| 1Y | -19.2% | -23.2% | +4.0% | -17.2% |
| All | -19.2% | -22.2% | +3.0% | -17.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling