-77.8%
PLTD vs IBB
+57.3%
-135.1%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.7% | -1.1% | -2.2% |
| 7D | -1.6% | -1.4% | -0.2% | -2.0% |
| 30D | +18.5% | +6.8% | +11.7% | +24.9% |
| 3M | -2.4% | +9.2% | -11.6% | +5.2% |
| 6M | -34.6% | +28.3% | -62.9% | -19.2% |
| YTD | -21.4% | +29.4% | -50.8% | -1.2% |
| 1Y | -16.8% | +33.2% | -49.9% | +7.8% |
| All | -77.8% | +57.3% | -135.1% | -62.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling