+12.3%
XLI vs PLTU
-47.9%
+60.3%
-12.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.5% | +3.4% | -1.0% |
| 7D | +0.6% | -24.5% | +25.1% | +1.1% |
| 30D | -0.4% | -20.2% | +19.8% | 0.0% |
| 3M | -8.8% | +3.1% | -11.9% | -9.0% |
| 6M | -0.4% | +8.7% | -9.1% | -0.9% |
| YTD | +10.1% | -36.2% | +46.4% | +11.3% |
| 1Y | +12.3% | -47.1% | +59.4% | +14.5% |
| All | +12.3% | -47.9% | +60.3% | +14.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling