-77.4%
PLTD vs IAG
+246.2%
-323.7%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +5.8% | -11.3% | -4.2% |
| 7D | +4.2% | +24.0% | -19.8% | +9.8% |
| 30D | +20.8% | +5.5% | +15.3% | +23.0% |
| 3M | -2.6% | +8.3% | -10.9% | +0.3% |
| 6M | -33.1% | +6.1% | -39.2% | -30.2% |
| YTD | -20.0% | +20.3% | -40.4% | -11.6% |
| 1Y | -21.6% | +56.5% | -78.1% | -7.2% |
| All | -77.4% | +246.2% | -323.7% | -62.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 all: compounded portfolio wealth divided by compounded IAG 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…
all analysis · Full analysis span regression · 6 months rolling