+122.7%
PLTU vs IAG
+263.5%
-140.8%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.1% | -2.9% | -1.8% |
| 7D | -0.8% | +1.7% | -2.4% | -1.3% |
| 30D | -8.8% | +11.4% | -20.3% | -14.0% |
| 3M | +41.7% | +33.0% | +8.6% | +22.1% |
| 6M | -9.3% | -6.0% | -3.3% | -9.5% |
| YTD | -35.2% | +24.6% | -59.8% | -44.1% |
| 1Y | -29.5% | +105.0% | -134.5% | -52.6% |
| All | +122.7% | +263.5% | -140.8% | -6.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling