+57.1%
IVZ vs PLTU
+90.0%
-32.9%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -19.6% | +11.6% | -6.0% |
| 7D | -6.7% | -39.1% | +32.4% | -2.2% |
| 30D | -10.9% | -37.6% | +26.7% | -7.0% |
| 3M | -14.8% | -12.7% | -2.1% | -14.6% |
| 6M | +2.4% | +1.7% | +0.7% | -1.3% |
| YTD | +5.4% | -48.8% | +54.2% | +7.1% |
| 1Y | +19.6% | -56.2% | +75.7% | +22.7% |
| All | +57.1% | +90.0% | -32.9% | +16.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling