+91.8%
IVZ vs PLTU
+154.0%
-62.2%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -9.0% | +10.1% | +2.0% |
| 7D | +0.6% | -13.6% | +14.2% | +1.9% |
| 30D | +4.0% | +16.7% | -12.7% | +1.9% |
| 3M | +18.2% | +29.6% | -11.4% | +12.5% |
| 6M | +32.8% | -0.1% | +32.9% | +27.8% |
| YTD | +28.7% | -31.5% | +60.3% | +27.7% |
| 1Y | +55.4% | -19.7% | +75.1% | +48.0% |
| All | +91.8% | +154.0% | -62.2% | +39.1% |
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