+617.6%
PLTR vs IWD
+72.9%
+544.7%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.2% | -2.3% | -2.5% |
| 7D | +4.7% | +2.3% | +2.5% | +0.5% |
| 30D | -16.4% | +3.6% | -20.0% | -21.7% |
| 3M | -6.2% | +2.2% | -8.3% | -9.7% |
| 6M | +29.2% | +13.0% | +16.2% | +2.7% |
| YTD | -5.5% | +26.5% | -32.0% | -40.5% |
| 1Y | -2.4% | +30.1% | -32.6% | -41.9% |
| 3Y | +752.3% | +84.9% | +667.4% | +155.8% |
| All | +617.6% | +72.9% | +544.7% | +169.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling