-77.4%
PLTD vs IBN
+12.0%
-89.5%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +1.7% | -7.1% | -5.4% |
| 7D | +4.2% | +14.6% | -10.4% | +5.1% |
| 30D | +20.8% | +23.5% | -2.7% | +23.2% |
| 3M | -2.6% | +14.0% | -16.6% | -2.0% |
| 6M | -33.1% | +31.1% | -64.2% | -30.8% |
| YTD | -20.0% | +16.6% | -36.6% | -18.9% |
| 1Y | -21.6% | +14.9% | -36.6% | -20.8% |
| All | -77.4% | +12.0% | -89.5% | -75.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 10y: compounded portfolio wealth divided by compounded IBN 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…
10y analysis · Full analysis span regression · 6 months rolling