-14.0%
PLTD vs IRE
-97.8%
+83.8%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -2.5% | -3.0% | -5.7% |
| 7D | +4.2% | -15.5% | +19.8% | +4.6% |
| 30D | +20.8% | -70.4% | +91.2% | +15.4% |
| 3M | -2.6% | -81.6% | +79.1% | -8.5% |
| 6M | -33.1% | -94.7% | +61.6% | -39.7% |
| YTD | -20.0% | -91.8% | +71.7% | -19.8% |
| All | -14.0% | -97.8% | +83.8% | -19.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 IRE 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