+135.5%
PLTU vs IBN
-1.3%
+136.8%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.0% | -0.7% | -8.3% | -8.8% |
| 7D | -13.6% | +1.4% | -15.0% | -14.0% |
| 30D | +16.7% | -0.3% | +17.0% | +16.6% |
| 3M | +29.6% | +17.1% | +12.5% | +21.3% |
| 6M | -0.1% | +3.4% | -3.5% | -1.5% |
| YTD | -31.5% | +2.5% | -34.0% | -32.8% |
| 1Y | -19.7% | -4.2% | -15.6% | -19.3% |
| All | +135.5% | -1.3% | +136.8% | +116.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling