-12.0%
XHB vs PLTD
-77.3%
+65.3%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.3% | -4.7% | -2.3% |
| 7D | +0.2% | +4.5% | -4.3% | +0.5% |
| 30D | -9.1% | -0.7% | -8.3% | -9.0% |
| 3M | -2.3% | -31.0% | +28.7% | -3.9% |
| 6M | -4.1% | -24.8% | +20.7% | -4.8% |
| YTD | -1.7% | -18.6% | +16.8% | -1.5% |
| 1Y | -15.1% | -31.8% | +16.7% | -16.2% |
| All | -12.0% | -77.3% | +65.3% | -22.5% |
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