-19.7%
PLTU vs IAG
+119.5%
-139.2%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.0% | -2.2% | -6.8% | -8.0% |
| 7D | -13.6% | -0.5% | -13.0% | -13.3% |
| 30D | +16.7% | +28.9% | -12.2% | +3.7% |
| 3M | +29.6% | +19.1% | +10.4% | +18.5% |
| 6M | -0.1% | -10.3% | +10.1% | +1.6% |
| YTD | -31.5% | +24.2% | -55.7% | -40.3% |
| 1Y | -19.7% | +116.5% | -136.2% | -33.5% |
| All | -19.7% | +119.5% | -139.2% | -33.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 IAG 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