+9.5%
IRM vs PLTD
-77.8%
+87.4%
-30.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +4.6% | -3.0% | +2.2% |
| 7D | -0.5% | +5.9% | -6.4% | +0.3% |
| 30D | -8.1% | -11.6% | +3.5% | -9.2% |
| 3M | -9.7% | -29.9% | +20.3% | -12.1% |
| 6M | +10.0% | -28.5% | +38.5% | +7.9% |
| YTD | +43.0% | -20.4% | +63.4% | +43.6% |
| 1Y | +32.7% | -33.3% | +65.9% | +29.9% |
| All | +9.5% | -77.8% | +87.4% | -12.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling