+8.4%
IYR vs PLTD
-77.3%
+85.7%
-14.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.3% | -2.4% | 0.0% |
| 7D | -0.4% | +4.5% | -4.9% | -0.2% |
| 30D | -2.5% | -0.7% | -1.8% | -2.5% |
| 3M | +1.5% | -31.0% | +32.5% | +0.5% |
| 6M | +3.9% | -24.8% | +28.7% | +3.5% |
| YTD | +9.5% | -18.6% | +28.1% | +9.9% |
| 1Y | +7.5% | -31.8% | +39.3% | +6.6% |
| All | +8.4% | -77.3% | +85.7% | -2.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling