-77.5%
PLTD vs IAG
+257.4%
-335.0%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -2.2% | +6.8% | +4.1% |
| 7D | +5.9% | -0.5% | +6.5% | +5.9% |
| 30D | -11.6% | +28.9% | -40.5% | -5.3% |
| 3M | -29.9% | +19.1% | -49.1% | -25.8% |
| 6M | -28.5% | -10.3% | -18.3% | -28.3% |
| YTD | -20.4% | +24.2% | -44.6% | -11.9% |
| 1Y | -33.3% | +116.5% | -149.8% | -14.0% |
| All | -77.5% | +257.4% | -335.0% | -62.2% |
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