+74.7%
XBI vs PLTD
-77.8%
+152.5%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.6% | -5.0% | +0.3% |
| 7D | +0.9% | +5.9% | -5.0% | +1.8% |
| 30D | +7.1% | -11.6% | +18.7% | +5.4% |
| 3M | +22.9% | -29.9% | +52.8% | +18.6% |
| 6M | +29.7% | -28.5% | +58.2% | +26.4% |
| YTD | +34.5% | -20.4% | +54.9% | +34.1% |
| 1Y | +76.1% | -33.3% | +109.3% | +71.3% |
| All | +74.7% | -77.8% | +152.5% | +44.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling