+8.1%
XLP vs PLTU
+154.0%
-145.9%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -9.0% | +8.2% | -0.8% |
| 7D | -1.0% | -13.6% | +12.6% | -1.1% |
| 30D | -0.9% | +16.7% | -17.5% | -0.8% |
| 3M | +3.8% | +29.6% | -25.8% | +3.9% |
| 6M | -1.7% | -0.1% | -1.6% | -1.7% |
| YTD | +10.3% | -31.5% | +41.8% | +10.5% |
| 1Y | +7.8% | -19.7% | +27.5% | +7.7% |
| All | +8.1% | +154.0% | -145.9% | +5.2% |
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