+194.0%
ROIV vs PLTD
-77.8%
+271.8%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +4.6% | -3.1% | +2.1% |
| 7D | +0.6% | +5.9% | -5.3% | +1.5% |
| 30D | +1.0% | -11.6% | +12.6% | -0.5% |
| 3M | +18.3% | -29.9% | +48.2% | +14.4% |
| 6M | +18.3% | -28.5% | +46.9% | +15.5% |
| YTD | +61.0% | -20.4% | +81.4% | +59.7% |
| 1Y | +177.9% | -33.3% | +211.1% | +169.8% |
| All | +194.0% | -77.8% | +271.8% | +149.7% |
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