+67.8%
XBI vs PLTU
+142.1%
-74.4%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.7% | +3.5% | -0.8% |
| 7D | -0.9% | -11.6% | +10.7% | -0.2% |
| 30D | +2.9% | -4.6% | +7.5% | +2.9% |
| 3M | +26.2% | +33.7% | -7.5% | +21.3% |
| 6M | +30.7% | -9.4% | +40.1% | +28.2% |
| YTD | +32.9% | -34.7% | +67.6% | +32.7% |
| 1Y | +72.3% | -23.2% | +95.5% | +67.4% |
| All | +67.8% | +142.1% | -74.4% | +38.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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