-36.0%
PLTU vs IBN
-8.6%
-27.4%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.6% | -3.8% | -4.4% |
| 7D | -17.7% | -5.5% | -12.3% | -17.7% |
| 30D | -12.5% | -3.4% | -9.1% | -12.5% |
| 3M | +39.5% | +8.7% | +30.8% | +39.2% |
| 6M | -7.0% | +3.7% | -10.7% | -8.5% |
| YTD | -38.1% | -2.4% | -35.7% | -40.3% |
| 1Y | -36.0% | -8.1% | -27.9% | -39.3% |
| All | -36.0% | -8.6% | -27.4% | -39.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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