+26.0%
IVZ vs PLTU
-45.6%
+71.6%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | -0.1% |
| 7D | +2.2% | -9.2% | +11.4% | +2.7% |
| 30D | -2.2% | -37.3% | +35.1% | +0.4% |
| 3M | -8.4% | -14.7% | +6.2% | -7.9% |
| 6M | +6.2% | +17.3% | -11.1% | +3.2% |
| YTD | +12.4% | -39.4% | +51.8% | +10.8% |
| 1Y | +26.0% | -50.6% | +76.6% | +26.8% |
| All | +26.0% | -45.6% | +71.6% | +26.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling