+552.9%
PLTR vs IWD
+73.6%
+479.3%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.7% | -3.8% | -3.2% |
| 7D | -6.4% | -0.3% | -6.1% | -5.8% |
| 30D | +10.0% | +0.6% | +9.5% | +9.1% |
| 3M | +23.0% | +7.2% | +15.8% | +8.1% |
| 6M | +13.8% | +16.2% | -2.4% | -15.2% |
| YTD | -1.9% | +23.3% | -25.3% | -35.2% |
| 1Y | +11.6% | +29.6% | -17.9% | -33.0% |
| 3Y | +1,048.4% | +70.5% | +978.0% | +309.3% |
| All | +552.9% | +73.6% | +479.3% | +145.4% |
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