+14.1%
XLI vs PLTD
-25.5%
+39.6%
-12.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.3% | -3.0% | -0.6% |
| 7D | -2.3% | +9.9% | -12.2% | -1.9% |
| 30D | -8.2% | +3.8% | -12.0% | -8.0% |
| 3M | +0.8% | -32.3% | +33.1% | -0.3% |
| 6M | +0.8% | -25.9% | +26.7% | +0.5% |
| YTD | +10.5% | -16.4% | +26.9% | +11.8% |
| 1Y | +14.1% | -25.2% | +39.3% | +15.4% |
| All | +14.1% | -25.5% | +39.6% | +15.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling