-77.3%
PLTD vs IBB
+53.2%
-130.5%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.4% | +2.6% | +1.8% |
| 7D | -4.8% | -0.5% | -4.2% | -5.0% |
| 30D | +16.9% | +4.6% | +12.3% | +21.4% |
| 3M | +2.6% | +6.8% | -4.2% | +9.0% |
| 6M | -36.2% | +23.1% | -59.3% | -23.7% |
| YTD | -19.4% | +26.0% | -45.4% | -0.6% |
| 1Y | -22.5% | +30.4% | -52.9% | -1.2% |
| All | -77.3% | +53.2% | -130.5% | -62.5% |
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