+36.2%
IWD vs PLTU
+142.1%
-106.0%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.7% | +3.9% | -0.6% |
| 7D | -0.2% | -11.6% | +11.4% | +0.2% |
| 30D | -0.8% | -4.6% | +3.8% | -0.8% |
| 3M | +8.0% | +33.7% | -25.7% | +5.8% |
| 6M | +18.2% | -9.4% | +27.6% | +17.0% |
| YTD | +22.3% | -34.7% | +57.0% | +22.5% |
| 1Y | +28.9% | -23.2% | +52.1% | +26.8% |
| All | +36.2% | +142.1% | -106.0% | +19.6% |
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 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