+242.3%
ROIV vs PLTD
-77.7%
+320.1%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -5.5% | +10.1% | +3.9% |
| 7D | +13.3% | +4.2% | +9.1% | +14.1% |
| 30D | +14.8% | +20.8% | -6.1% | +17.9% |
| 3M | +11.9% | -2.6% | +14.5% | +12.0% |
| 6M | +42.4% | -33.1% | +75.5% | +37.5% |
| YTD | +87.4% | -20.0% | +107.5% | +86.7% |
| 1Y | +97.2% | -21.6% | +118.9% | +96.5% |
| All | +242.3% | -77.7% | +320.1% | +191.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling