Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • PLTD vs IFF✓SelectedUSD · IFFPLTD vs IFF performance historyLatest closeAs of+4.65%09/04
Stock and ETF performance explorer

PLTD vs IFF

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-26.9%
IFF return
+20.1%
Excess return
-46.9%
Maximum drawdown
-49.3%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 6mo.

Portfolio and benchmark returns by period
PeriodPortfolioIFFExcessAlpha
1D+4.6%-0.1%+4.8%+4.6%
7D+5.9%-1.8%+7.7%+5.9%
30D-11.6%-2.0%-9.7%-11.5%
3M-29.9%+18.5%-48.5%-30.4%
All-26.9%+20.1%-46.9%-27.9%

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 6mo: 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…

6mo analysis · Full analysis span regression · 6 months rolling