+23.6%
IVV vs PLTU
+90.0%
-66.5%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -19.6% | +15.2% | -3.1% |
| 7D | -4.8% | -39.1% | +34.4% | -1.7% |
| 30D | -5.9% | -37.6% | +31.7% | -3.3% |
| 3M | -4.5% | -12.7% | +8.2% | -4.4% |
| 6M | +1.8% | +1.7% | +0.1% | -0.8% |
| YTD | +8.4% | -48.8% | +57.1% | +9.7% |
| 1Y | +9.4% | -56.2% | +65.6% | +11.5% |
| All | +23.6% | +90.0% | -66.5% | +2.6% |
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