-77.5%
PLTD vs IBB
+52.8%
-130.3%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.9% | +5.5% | +4.0% |
| 7D | +5.9% | +1.4% | +4.5% | +7.0% |
| 30D | -11.6% | +10.5% | -22.1% | -4.0% |
| 3M | -29.9% | +23.6% | -53.6% | -16.5% |
| 6M | -28.5% | +22.6% | -51.2% | -15.0% |
| YTD | -20.4% | +25.7% | -46.1% | -2.7% |
| 1Y | -33.3% | +51.4% | -84.6% | -2.8% |
| All | -77.5% | +52.8% | -130.3% | -63.3% |
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