-10.0%
PLTR vs IWD
+33.0%
-43.0%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.6% | -4.7% | -4.7% |
| 7D | -12.8% | +2.5% | -15.3% | -15.0% |
| 30D | -9.3% | +6.0% | -15.3% | -14.7% |
| 3M | +5.6% | +3.8% | +1.8% | +1.8% |
| 6M | +17.6% | +16.3% | +1.2% | +2.7% |
| YTD | -3.4% | +27.5% | -30.9% | -28.0% |
| 1Y | -10.0% | +32.8% | -42.8% | -39.9% |
| All | -10.0% | +33.0% | -43.0% | -39.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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