-76.9%
PLTD vs IFF
-0.4%
-76.5%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IFF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.5% | +1.9% | +0.2% |
| 7D | -0.9% | -3.0% | +2.1% | -1.2% |
| 30D | +1.3% | -0.9% | +2.3% | +1.3% |
| 3M | -32.9% | +11.8% | -44.7% | -32.0% |
| 6M | -24.9% | +16.5% | -41.4% | -23.3% |
| YTD | -18.2% | +26.5% | -44.8% | -13.8% |
| 1Y | -28.7% | +32.7% | -61.4% | -23.4% |
| All | -76.9% | -0.4% | -76.5% | -77.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling