+56.4%
XLK vs PLTU
+129.7%
-73.4%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.4% | +3.0% | -0.9% |
| 7D | -0.4% | -17.7% | +17.3% | +1.7% |
| 30D | -0.5% | -12.5% | +12.0% | +0.6% |
| 3M | +5.0% | +39.5% | -34.5% | -1.9% |
| 6M | +32.9% | -7.0% | +39.8% | +28.4% |
| YTD | +29.0% | -38.1% | +67.0% | +29.6% |
| 1Y | +37.8% | -36.0% | +73.8% | +35.7% |
| All | +56.4% | +129.7% | -73.4% | +16.3% |
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