+25.0%
XLI vs PLTU
+121.9%
-96.9%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.2% | +3.8% | -0.2% |
| 7D | +3.8% | +9.0% | -5.3% | +3.3% |
| 30D | +1.0% | -33.0% | +34.0% | +2.8% |
| 3M | -8.9% | -19.0% | +10.1% | -8.5% |
| 6M | -2.3% | +30.4% | -32.7% | -5.5% |
| YTD | +9.7% | -40.2% | +49.8% | +10.0% |
| 1Y | +12.3% | -37.8% | +50.1% | +12.0% |
| All | +25.0% | +121.9% | -96.9% | +6.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling