+70.0%
XBI vs PLTD
-77.2%
+147.2%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.4% | -2.0% | -1.5% |
| 7D | -3.6% | -0.9% | -2.7% | -3.7% |
| 30D | +0.9% | +1.3% | -0.5% | +1.2% |
| 3M | +21.4% | -32.9% | +54.3% | +16.3% |
| 6M | +25.5% | -24.9% | +50.4% | +23.3% |
| YTD | +30.8% | -18.2% | +49.1% | +30.9% |
| 1Y | +68.6% | -28.7% | +97.3% | +65.8% |
| All | +70.0% | -77.2% | +147.2% | +41.0% |
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 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