+60.6%
XBI vs PLTD
-77.5%
+138.1%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.2% | -2.6% | -0.1% |
| 7D | -1.1% | -4.8% | +3.7% | -1.7% |
| 30D | +2.6% | +16.9% | -14.3% | +5.2% |
| 3M | -4.0% | +2.6% | -6.6% | -3.1% |
| 6M | +10.9% | -36.2% | +47.2% | +6.1% |
| YTD | +23.6% | -19.4% | +43.0% | +24.0% |
| 1Y | +35.1% | -22.5% | +57.6% | +35.0% |
| All | +60.6% | -77.5% | +138.1% | +33.6% |
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