-77.4%
PLTD vs IBB
+58.3%
-135.7%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +2.8% | -8.3% | -3.4% |
| 7D | +4.2% | +2.7% | +1.5% | +6.8% |
| 30D | +20.8% | +6.3% | +14.5% | +27.1% |
| 3M | -2.6% | +11.1% | -13.6% | +6.5% |
| 6M | -33.1% | +29.2% | -62.3% | -16.9% |
| YTD | -20.0% | +30.2% | -50.3% | +1.0% |
| 1Y | -21.6% | +39.5% | -61.1% | +5.8% |
| All | -77.4% | +58.3% | -135.7% | -61.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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