+67.9%
IVZ vs PLTD
-77.7%
+145.6%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -5.5% | +12.3% | +5.7% |
| 7D | +4.1% | +4.2% | -0.1% | +5.2% |
| 30D | -2.0% | +20.8% | -22.9% | +2.1% |
| 3M | -7.8% | -2.6% | -5.3% | -7.4% |
| 6M | +6.3% | -33.1% | +39.4% | +1.3% |
| YTD | +12.6% | -20.0% | +32.6% | +12.8% |
| 1Y | +27.6% | -21.6% | +49.3% | +27.8% |
| All | +67.9% | -77.7% | +145.6% | +24.6% |
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