-32.2%
IP vs PLTU
+90.0%
-122.3%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -19.6% | +15.7% | -3.3% |
| 7D | -5.0% | -39.1% | +34.1% | -3.5% |
| 30D | +6.5% | -37.6% | +44.1% | +8.0% |
| 3M | -18.0% | -12.7% | -5.3% | -18.0% |
| 6M | +10.3% | +1.7% | +8.6% | +9.0% |
| YTD | -9.9% | -48.8% | +38.9% | -9.1% |
| 1Y | -1.1% | -56.2% | +55.1% | +0.2% |
| All | -32.2% | +90.0% | -122.3% | -40.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling