+72.7%
XBI vs PLTD
-77.3%
+150.0%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.3% | -3.5% | -0.8% |
| 7D | -0.9% | +4.5% | -5.4% | -0.2% |
| 30D | +2.9% | -0.7% | +3.6% | +2.9% |
| 3M | +26.2% | -31.0% | +57.3% | +21.4% |
| 6M | +30.7% | -24.8% | +55.5% | +28.4% |
| YTD | +32.9% | -18.6% | +51.5% | +32.9% |
| 1Y | +72.3% | -31.8% | +104.1% | +68.2% |
| All | +72.7% | -77.3% | +150.0% | +43.2% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling