+23.3%
IRM vs PLTD
-31.0%
+54.3%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.4% | -1.1% | -0.7% |
| 7D | +3.0% | -0.9% | +4.0% | +3.0% |
| 30D | -5.2% | +1.3% | -6.5% | -5.1% |
| 3M | -8.0% | -32.9% | +24.8% | -8.7% |
| 6M | +9.2% | -24.9% | +34.0% | +9.5% |
| YTD | +41.0% | -18.2% | +59.2% | +43.6% |
| 1Y | +23.3% | -28.7% | +52.0% | +28.8% |
| All | +23.3% | -31.0% | +54.3% | +28.8% |
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