+18.6%
XLF vs PLTD
-76.9%
+95.5%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.7% | +1.4% | +0.6% |
| 7D | -1.5% | +4.2% | -5.7% | -1.1% |
| 30D | -1.2% | +0.7% | -1.9% | -1.0% |
| 3M | +9.2% | -32.4% | +41.6% | +6.1% |
| 6M | +16.3% | -26.2% | +42.5% | +14.6% |
| YTD | +5.4% | -17.0% | +22.5% | +5.6% |
| 1Y | +7.6% | -26.7% | +34.3% | +6.4% |
| All | +18.6% | -76.9% | +95.5% | +2.4% |
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