-10.0%
PLTR vs XLU
+0.7%
-10.7%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.4% | -2.5% | -1.9% |
| 7D | -12.8% | +2.6% | -15.4% | -11.5% |
| 30D | -9.3% | +9.1% | -18.5% | -5.3% |
| 3M | +5.6% | -0.4% | +6.0% | +5.6% |
| 6M | +17.6% | -4.7% | +22.2% | +17.1% |
| YTD | -3.4% | +4.3% | -7.7% | -7.8% |
| 1Y | -10.0% | +1.0% | -11.0% | -10.5% |
| All | -10.0% | +0.7% | -10.7% | -10.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XLU.
Daily Out/Under-Performance
Portfolio return minus XLU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLU 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 XLU 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