+22.2%
XLB vs PLTD
-77.7%
+99.9%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -5.5% | +7.4% | +1.5% |
| 7D | -1.4% | +4.2% | -5.6% | -1.0% |
| 30D | +7.1% | +20.8% | -13.7% | +8.6% |
| 3M | +0.6% | -2.6% | +3.2% | +0.6% |
| 6M | +3.5% | -33.1% | +36.6% | +1.4% |
| YTD | +18.2% | -20.0% | +38.3% | +18.4% |
| 1Y | +25.6% | -21.6% | +47.3% | +25.7% |
| All | +22.2% | -77.7% | +99.9% | +8.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling