-10.0%
PLTR vs IVZ
+30.5%
-40.5%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +4.2% | -6.3% | -3.6% |
| 7D | -12.8% | +2.6% | -15.4% | -13.6% |
| 30D | -9.3% | -3.5% | -5.9% | -8.3% |
| 3M | +5.6% | -7.4% | +12.9% | +8.3% |
| 6M | +17.6% | +14.7% | +2.9% | +14.4% |
| YTD | -3.4% | +14.6% | -18.0% | -8.6% |
| 1Y | -10.0% | +30.7% | -40.7% | -20.6% |
| All | -10.0% | +30.5% | -40.5% | -20.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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