+25.5%
XLI vs PLTU
+131.7%
-106.2%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.1% | +0.2% | -0.8% |
| 7D | +4.3% | +21.9% | -17.6% | +3.2% |
| 30D | +0.5% | -35.3% | +35.7% | +2.3% |
| 3M | -8.6% | -7.7% | -0.9% | -8.8% |
| 6M | -2.3% | +24.2% | -26.6% | -5.2% |
| YTD | +10.1% | -37.5% | +47.6% | +10.2% |
| 1Y | +11.0% | -43.6% | +54.6% | +11.5% |
| All | +25.5% | +131.7% | -106.2% | +7.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling