+57.3%
IVZ vs PLTD
-75.6%
+132.9%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | +9.5% | -17.5% | -6.1% |
| 7D | -6.7% | +25.1% | -31.7% | -2.2% |
| 30D | -10.9% | +21.0% | -31.9% | -7.0% |
| 3M | -14.8% | -2.9% | -11.9% | -14.5% |
| 6M | +2.4% | -27.8% | +30.2% | -1.0% |
| YTD | +5.4% | -12.6% | +18.0% | +7.4% |
| 1Y | +19.6% | -9.8% | +29.4% | +23.4% |
| All | +57.3% | -75.6% | +132.9% | +18.7% |
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