+40.4%
IWD vs PLTU
+126.1%
-85.7%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +11.1% | -9.1% | +1.6% |
| 7D | +1.3% | -11.7% | +13.0% | +1.6% |
| 30D | +3.6% | -36.9% | +40.5% | +5.1% |
| 3M | +2.3% | -10.9% | +13.3% | +2.3% |
| 6M | +13.0% | +18.0% | -5.0% | +10.6% |
| YTD | +26.2% | -39.0% | +65.2% | +26.3% |
| 1Y | +30.5% | -41.5% | +72.0% | +30.4% |
| All | +40.4% | +126.1% | -85.7% | +23.3% |
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