-97.1%
IRE vs PLTU
-50.9%
-46.2%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +39.6% | +7.1% | +32.5% | +36.3% |
| 7D | -27.2% | -25.3% | -1.8% | -14.3% |
| 30D | -75.1% | -34.5% | -40.6% | -68.5% |
| 3M | -77.9% | -3.4% | -74.5% | -76.7% |
| 6M | -94.6% | +12.4% | -107.0% | -95.2% |
| YTD | -91.5% | -45.1% | -46.4% | -88.6% |
| 1Y | -97.8% | -45.7% | -52.2% | -97.1% |
| All | -97.1% | -50.9% | -46.2% | -95.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling