+17.5%
IWM vs PLTU
+103.5%
-86.0%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +7.1% | -6.1% | +0.5% |
| 7D | -2.0% | -25.3% | +23.3% | -0.2% |
| 30D | -1.5% | -34.5% | +33.0% | +1.1% |
| 3M | -8.0% | -3.4% | -4.6% | -8.6% |
| 6M | -4.1% | +12.4% | -16.5% | -7.6% |
| YTD | +11.9% | -45.1% | +57.1% | +12.7% |
| 1Y | +15.0% | -45.7% | +60.7% | +15.3% |
| All | +17.5% | +103.5% | -86.0% | -2.9% |
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