-62.1%
XE vs PLTU
+6.1%
-68.2%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.2% | +2.6% | -0.6% |
| 7D | +6.2% | +9.0% | -2.8% | +4.1% |
| 30D | -4.8% | -33.0% | +28.2% | +2.6% |
| 3M | -51.3% | -19.0% | -32.3% | -49.5% |
| 6M | -64.2% | +30.4% | -94.7% | -66.7% |
| All | -62.1% | +6.1% | -68.2% | -64.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling