+11.9%
IRM vs PLTU
-45.6%
+57.5%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.6% | 0.0% |
| 7D | -5.1% | -9.2% | +4.2% | -4.8% |
| 30D | -3.3% | -37.3% | +34.1% | -2.1% |
| 3M | -8.2% | -14.7% | +6.5% | -7.8% |
| 6M | -12.8% | +17.3% | -30.0% | -13.1% |
| YTD | +36.6% | -39.4% | +76.0% | +42.8% |
| 1Y | +11.9% | -50.6% | +62.5% | +22.0% |
| All | +11.9% | -45.6% | +57.5% | +22.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling