+26.2%
ITOT vs PLTU
+129.7%
-103.5%
-19.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.4% | +3.7% | -0.4% |
| 7D | -2.0% | -17.7% | +15.7% | -0.8% |
| 30D | -2.0% | -12.5% | +10.6% | -1.4% |
| 3M | +4.5% | +39.5% | -34.9% | +0.3% |
| 6M | +12.6% | -7.0% | +19.6% | +10.3% |
| YTD | +12.0% | -38.1% | +50.1% | +12.4% |
| 1Y | +17.3% | -36.0% | +53.3% | +15.9% |
| All | +26.2% | +129.7% | -103.5% | +3.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling