+92.4%
ROIV vs PLTD
-16.1%
+108.5%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +2.4% | +3.7% | +6.4% |
| 7D | +3.0% | +14.4% | -11.4% | +4.9% |
| 30D | +6.8% | +8.6% | -1.8% | +8.2% |
| 3M | +10.5% | -9.2% | +19.7% | +9.4% |
| 6M | +34.8% | -29.5% | +64.3% | +31.8% |
| YTD | +76.2% | -20.2% | +96.4% | +73.7% |
| 1Y | +92.4% | -16.5% | +108.9% | +92.3% |
| All | +92.4% | -16.1% | +108.5% | +92.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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