-11.2%
XHB vs PLTU
+121.9%
-133.1%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.2% | +5.0% | +0.9% |
| 7D | -0.2% | +9.0% | -9.3% | -0.5% |
| 30D | +9.9% | -33.0% | +42.9% | +11.1% |
| 3M | -6.3% | -19.0% | +12.7% | -6.1% |
| 6M | +3.8% | +30.4% | -26.6% | +1.7% |
| YTD | +0.1% | -40.2% | +40.3% | +0.2% |
| 1Y | -0.8% | -37.8% | +37.0% | -1.1% |
| All | -11.2% | +121.9% | -133.1% | -22.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling