-77.7%
PLTD vs IBB
+53.9%
-131.6%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.2% | +2.6% | -1.2% |
| 7D | -9.8% | +1.6% | -11.4% | -8.5% |
| 30D | +18.9% | +6.7% | +12.2% | +25.3% |
| 3M | -4.2% | +6.3% | -10.6% | +1.2% |
| 6M | -34.8% | +23.9% | -58.7% | -21.7% |
| YTD | -21.1% | +26.6% | -47.7% | -2.4% |
| 1Y | -19.3% | +29.6% | -48.9% | +2.5% |
| All | -77.7% | +53.9% | -131.6% | -63.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling