+0.6%
IRM vs PLTD
-76.4%
+77.0%
-30.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.2% | +4.2% | +0.6% |
| 7D | -8.6% | +13.7% | -22.4% | -7.0% |
| 30D | -8.0% | +18.4% | -26.4% | -5.7% |
| 3M | -12.0% | -7.5% | -4.5% | -12.1% |
| 6M | -18.2% | -31.3% | +13.1% | -20.3% |
| YTD | +31.4% | -15.4% | +46.8% | +33.5% |
| 1Y | +9.2% | -18.4% | +27.6% | +10.8% |
| All | +0.6% | -76.4% | +77.0% | -18.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling