+27.6%
IVV vs PLTD
-77.7%
+105.3%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -5.5% | +7.8% | +1.6% |
| 7D | +0.1% | +4.2% | -4.2% | +0.8% |
| 30D | -3.3% | +20.8% | -24.2% | -0.6% |
| 3M | -2.4% | -2.6% | +0.2% | -2.2% |
| 6M | +2.6% | -33.1% | +35.7% | -0.8% |
| YTD | +11.3% | -20.0% | +31.3% | +11.6% |
| 1Y | +13.4% | -21.6% | +35.1% | +13.8% |
| All | +27.6% | -77.7% | +105.3% | +5.8% |
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