-16.5%
PLTD vs IFF
+44.8%
-61.3%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IFF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -4.9% | +7.3% | +2.9% |
| 7D | +14.4% | -3.3% | +17.7% | +14.8% |
| 30D | +8.6% | +5.3% | +3.4% | +8.1% |
| 3M | -9.2% | +8.9% | -18.1% | -10.1% |
| 6M | -29.5% | +26.3% | -55.9% | -31.9% |
| YTD | -20.2% | +32.2% | -52.4% | -22.7% |
| 1Y | -16.5% | +45.8% | -62.3% | -20.3% |
| All | -16.5% | +44.8% | -61.3% | -20.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IFF.
Daily Out/Under-Performance
Portfolio return minus IFF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IFF 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 1y: compounded portfolio wealth divided by compounded IFF 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…
1y analysis · Full analysis span regression · 6 months rolling