-76.1%
PLTD vs IBB
+54.0%
-130.1%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.7% | -4.9% | -1.9% |
| 7D | +13.7% | -1.8% | +15.6% | +12.6% |
| 30D | +18.4% | +5.1% | +13.4% | +23.4% |
| 3M | -7.5% | +10.7% | -18.2% | +1.1% |
| 6M | -31.3% | +22.9% | -54.2% | -18.2% |
| YTD | -15.4% | +26.7% | -42.1% | +4.6% |
| 1Y | -18.4% | +35.1% | -53.5% | +7.3% |
| All | -76.1% | +54.0% | -130.1% | -60.5% |
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