+19.1%
IWM vs PLTD
-76.4%
+95.5%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.2% | +4.2% | +0.5% |
| 7D | -2.0% | +13.7% | -15.8% | -0.1% |
| 30D | -1.5% | +18.4% | -19.9% | +1.2% |
| 3M | -8.0% | -7.5% | -0.5% | -8.5% |
| 6M | -4.1% | -31.3% | +27.2% | -7.4% |
| YTD | +11.9% | -15.4% | +27.3% | +13.0% |
| 1Y | +15.0% | -18.4% | +33.4% | +15.9% |
| All | +19.1% | -76.4% | +95.5% | -0.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling