+232.7%
ROIV vs PLTD
-77.5%
+310.3%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.2% | -3.3% | -0.9% |
| 7D | +1.7% | -4.8% | +6.4% | +1.1% |
| 30D | +17.6% | +16.9% | +0.7% | +20.3% |
| 3M | +9.0% | +2.6% | +6.3% | +9.9% |
| 6M | +35.3% | -36.2% | +71.5% | +29.6% |
| YTD | +82.2% | -19.4% | +101.6% | +81.7% |
| 1Y | +92.3% | -22.5% | +114.8% | +91.1% |
| All | +232.7% | -77.5% | +310.3% | +184.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling