-21.2%
PLTD vs IRE
-97.3%
+76.1%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +15.2% |
| 3M | -2.6% | -81.6% | +79.1% | -8.7% |
| 6M | -33.1% | -94.7% | +61.6% | -40.0% |
| YTD | -20.0% | -91.8% | +71.7% | -20.0% |
| 1Y | -21.6% | -97.6% | +75.9% | -27.7% |
| All | -21.2% | -97.3% | +76.1% | -24.6% |
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