+37.7%
IWD vs PLTU
+103.5%
-65.8%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +7.1% | -7.4% | -0.6% |
| 7D | -0.5% | -25.3% | +24.9% | +0.5% |
| 30D | +2.7% | -34.5% | +37.2% | +4.1% |
| 3M | +0.9% | -3.4% | +4.2% | +0.5% |
| 6M | +10.5% | +12.4% | -1.9% | +8.4% |
| YTD | +23.7% | -45.1% | +68.8% | +24.3% |
| 1Y | +28.7% | -45.7% | +74.4% | +28.9% |
| All | +37.7% | +103.5% | -65.8% | +21.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling