-16.6%
PLTD vs IRE
-97.2%
+80.6%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +39.6% | -42.8% | -0.5% |
| 7D | +13.7% | -27.2% | +40.9% | +13.2% |
| 30D | +18.4% | -75.1% | +93.6% | +11.9% |
| 3M | -7.5% | -77.9% | +70.4% | -12.1% |
| 6M | -31.3% | -94.6% | +63.3% | -38.2% |
| YTD | -15.4% | -91.5% | +76.1% | -15.2% |
| 1Y | -18.4% | -97.8% | +79.4% | -25.6% |
| All | -16.6% | -97.2% | +80.6% | -20.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling