-12.6%
PLTR vs IWD
+29.9%
-42.5%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +2.0% | +3.5% | +3.3% |
| 7D | -5.1% | +1.3% | -6.4% | -6.0% |
| 30D | -19.1% | +3.6% | -22.6% | -21.5% |
| 3M | -1.6% | +2.3% | -4.0% | -3.4% |
| 6M | +22.8% | +13.0% | +9.7% | +12.3% |
| YTD | -4.8% | +26.2% | -31.0% | -25.4% |
| All | -12.6% | +29.9% | -42.5% | -35.0% |
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