+59.5%
XLK vs PLTD
-77.2%
+136.7%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.4% | +0.1% |
| 7D | +2.3% | -0.9% | +3.3% | +2.2% |
| 30D | +0.8% | +1.3% | -0.5% | +1.4% |
| 3M | +4.1% | -32.9% | +36.9% | -2.8% |
| 6M | +34.8% | -24.9% | +59.6% | +31.0% |
| YTD | +30.8% | -18.2% | +49.1% | +31.1% |
| 1Y | +42.4% | -28.7% | +71.1% | +39.4% |
| All | +59.5% | -77.2% | +136.7% | +19.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling