-77.5%
PLTD vs IBN
-1.5%
-76.1%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.7% | +5.4% | +4.5% |
| 7D | +5.9% | +1.4% | +4.5% | +6.2% |
| 30D | -11.6% | -0.3% | -11.3% | -11.7% |
| 3M | -29.9% | +17.1% | -47.0% | -27.8% |
| 6M | -28.5% | +3.4% | -31.9% | -28.0% |
| YTD | -20.4% | +2.5% | -22.9% | -19.7% |
| 1Y | -33.3% | -4.2% | -29.1% | -33.8% |
| All | -77.5% | -1.5% | -76.1% | -76.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling