+39.2%
XLK vs PLTU
-35.4%
+74.6%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.6% | -0.3% | +1.2% |
| 7D | +0.2% | -8.1% | +8.3% | +1.0% |
| 30D | -0.6% | -7.0% | +6.4% | -0.3% |
| 3M | +2.6% | +40.0% | -37.5% | -2.7% |
| 6M | +34.0% | -6.0% | +39.9% | +31.0% |
| YTD | +30.7% | -37.1% | +67.8% | +33.0% |
| 1Y | +39.2% | -33.1% | +72.3% | +40.8% |
| All | +39.2% | -35.4% | +74.6% | +40.8% |
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 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