+67.5%
IVZ vs PLTU
+124.7%
-57.3%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | -0.1% |
| 7D | +2.2% | -9.2% | +11.4% | +3.0% |
| 30D | -2.2% | -37.3% | +35.1% | +2.0% |
| 3M | -8.4% | -14.7% | +6.2% | -7.8% |
| 6M | +6.2% | +17.3% | -11.1% | +0.9% |
| YTD | +12.4% | -39.4% | +51.8% | +12.2% |
| 1Y | +26.0% | -50.6% | +76.6% | +28.2% |
| All | +67.5% | +124.7% | -57.3% | +22.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling