+38.3%
IWD vs PLTD
-76.4%
+114.7%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.2% | +2.8% | -0.6% |
| 7D | -0.5% | +13.7% | -14.2% | +0.6% |
| 30D | +2.7% | +18.4% | -15.8% | +4.1% |
| 3M | +0.9% | -7.5% | +8.4% | +0.6% |
| 6M | +10.5% | -31.3% | +41.9% | +8.5% |
| YTD | +23.7% | -15.4% | +39.1% | +24.5% |
| 1Y | +28.7% | -18.4% | +47.1% | +29.3% |
| All | +38.3% | -76.4% | +114.7% | +22.7% |
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