+17.3%
XLF vs PLTU
+129.7%
-112.4%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.4% | +4.0% | -0.1% |
| 7D | -2.9% | -17.7% | +14.8% | -2.0% |
| 30D | -1.6% | -12.5% | +10.9% | -1.2% |
| 3M | +9.3% | +39.5% | -30.2% | +6.1% |
| 6M | +14.6% | -7.0% | +21.6% | +12.8% |
| YTD | +4.7% | -38.1% | +42.8% | +4.9% |
| 1Y | +8.6% | -36.0% | +44.6% | +7.4% |
| All | +17.3% | +129.7% | -112.4% | +0.5% |
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