+105.7%
PLTU vs IAG
+206.5%
-100.8%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +1.1% | -5.3% | -4.7% |
| 7D | +9.0% | -7.7% | +16.7% | +12.9% |
| 30D | -33.0% | +1.6% | -34.6% | -34.0% |
| 3M | -19.0% | -2.4% | -16.6% | -19.6% |
| 6M | +30.4% | -7.8% | +38.2% | +31.9% |
| YTD | -40.2% | +5.0% | -45.2% | -44.8% |
| 1Y | -37.8% | +25.7% | -63.5% | -47.1% |
| All | +105.7% | +206.5% | -100.8% | -7.2% |
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