+57.3%
IVZ vs PLTD
-76.4%
+133.7%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.2% | +3.2% | -0.6% |
| 7D | -2.4% | +13.7% | -16.2% | +0.3% |
| 30D | -11.2% | +18.4% | -29.7% | -7.8% |
| 3M | -14.0% | -7.5% | -6.5% | -14.4% |
| 6M | +0.5% | -31.3% | +31.8% | -3.9% |
| YTD | +5.4% | -15.4% | +20.8% | +6.7% |
| 1Y | +19.5% | -18.4% | +37.9% | +20.4% |
| All | +57.3% | -76.4% | +133.7% | +18.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling