+950.4%
PLTR vs XBI
+99.8%
+850.7%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.6% | -0.6% | -1.1% |
| 7D | -9.1% | -4.6% | -4.5% | -6.1% |
| 30D | -5.2% | -0.8% | -4.4% | -5.2% |
| 3M | +27.4% | +21.8% | +5.6% | +9.6% |
| 6M | +9.7% | +23.2% | -13.4% | -7.1% |
| YTD | -6.7% | +28.7% | -35.4% | -23.8% |
| 1Y | -0.5% | +67.8% | -68.3% | -33.9% |
| All | +950.4% | +99.8% | +850.7% | +490.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XBI.
Daily Out/Under-Performance
Portfolio return minus XBI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XBI 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 XBI 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