+43.4%
XLK vs PLTD
-33.9%
+77.3%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.6% | -3.9% | +1.6% |
| 7D | +0.9% | +5.9% | -5.1% | +2.1% |
| 30D | +0.7% | -11.6% | +12.3% | -1.2% |
| 3M | -2.9% | -29.9% | +27.0% | -6.8% |
| 6M | +34.3% | -28.5% | +62.8% | +30.8% |
| YTD | +30.4% | -20.4% | +50.8% | +32.0% |
| 1Y | +43.4% | -33.3% | +76.6% | +43.6% |
| All | +43.4% | -33.9% | +77.3% | +43.6% |
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