+6.8%
IWF vs PLTU
-35.5%
+42.3%
-16.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.4% | +3.4% | -0.6% |
| 7D | -1.7% | -17.7% | +16.0% | -0.4% |
| 30D | -1.8% | -12.5% | +10.7% | -1.2% |
| 3M | +1.5% | +39.5% | -38.0% | -2.8% |
| 6M | +7.7% | -7.0% | +14.7% | +5.6% |
| YTD | +2.7% | -38.1% | +40.8% | +3.9% |
| 1Y | +6.8% | -36.0% | +42.8% | +7.7% |
| All | +6.8% | -35.5% | +42.3% | +7.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling