+8.6%
IRM vs PLTU
+142.1%
-133.5%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.7% | +4.0% | -0.4% |
| 7D | +1.6% | -11.6% | +13.2% | +2.2% |
| 30D | -4.2% | -4.6% | +0.4% | -4.2% |
| 3M | -5.4% | +33.7% | -39.1% | -8.3% |
| 6M | +12.0% | -9.4% | +21.4% | +10.5% |
| YTD | +42.0% | -34.7% | +76.8% | +42.8% |
| 1Y | +29.9% | -23.2% | +53.1% | +26.9% |
| All | +8.6% | +142.1% | -133.5% | -13.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling