+9.2%
IYR vs PLTU
-47.3%
+56.5%
-11.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.1% | +0.5% | -0.6% |
| 7D | -0.1% | +21.9% | -22.0% | -0.1% |
| 30D | +5.7% | -35.3% | +41.0% | +5.6% |
| 3M | -0.6% | -7.7% | +7.1% | -0.6% |
| 6M | +0.5% | +24.2% | -23.7% | +0.6% |
| YTD | +10.4% | -37.5% | +48.0% | +10.3% |
| 1Y | +9.2% | -43.6% | +52.7% | +9.0% |
| All | +9.2% | -47.3% | +56.5% | +9.0% |
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